Best Investors Account Sign in
Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-01-16
PA RA APPROVED 2012-09-28
  • FL RA
    APPROVED
    Since 2014-01-16
  • PA RA
    APPROVED
    Since 2012-09-28

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Warrington, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning Wyncote PA 08/2012 Present
  • 08/2012 → Present
    Lincoln Investment Planning
    Wyncote, PA
Previous Registrations
  • 2002-10-22 → 2012-08-03
    Securities America Advisors, Inc.
    Langhorne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-09-16
  • S66 Uniform Combined State Law Examination
    1997-09-16

View on SEC IAPD

More in Fort Washington, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor