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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-01
VA RA APPROVED 2016-07-14
PA RA APPROVED 2014-03-27
  • TX RA
    APPROVED_RES
    Since 2026-04-01
  • VA RA
    APPROVED
    Since 2016-07-14
  • PA RA
    APPROVED
    Since 2014-03-27

Branch Locations

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

19775 Belmont Executive Plaza Ste 175, Ashburn, VA 20147 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-07-12
PA RA APPROVED 2014-03-27
  • VA RA
    APPROVED
    Since 2016-07-12
  • PA RA
    APPROVED
    Since 2014-03-27

Branch Locations

19775 Belmont Executive Plaza Ste 175, Ashburn, VA 20147 • 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 03/2014 Present
  • 03/2014 → Present
    Lincoln Investment Planning
    Wyncote, PA
Previous Registrations
  • 2013-05-07 → 2014-03-28
    Princeton, NJ
    Media, PA
    Media, PA
    Dresher, PA
    Glen Mills, PA
    Conshohocken, PA
    Philadelphia, PA
    Blue Bell, PA
    King Of Prussia, PA
    Abington, PA
  • 2011-05-04 → 2012-05-03
    Invest Financial Corporation
    Newtown Square, PA
    Media, PA
    Wilmington, DE
    West Chester, PA
    Glen Mills, PA
    Wilmington, DE
  • 2010-06-23 → 2011-05-12
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
    Hockessin, DE
    Wilmington, DE
  • 2004-08-09 → 2010-05-25
    Media, PA
    Media, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-06
  • S66 Uniform Combined State Law Examination
    2004-08-06
Other Names
  • Ben Mancarella

View on SEC IAPD

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