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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-20 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2017 |
| Pine Valley Planning | Marlton | NJ | 01/2017 | 08/2017 |
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 09/2017 | 01/2019 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 09/2017 | 01/2019 |
| Wealth Cmt | Cherry Hill | NJ | 01/2020 | 01/2022 |
| Temple University | Philadelphia | PA | 09/2018 | Present |
| Lincoln Investment | Fort Washington | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-14 |
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