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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
NJ RA APPROVED 2017-10-25
  • NJ RA
    APPROVED
    Since 2017-10-25

Branch Locations

Oaklyn, NJ • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-10-25
  • NJ RA
    APPROVED
    Since 2017-10-25

Branch Locations

500 Newton Ave, Oaklyn, NJ 08107 • 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 Oaklyn NJ 06/2017 Present
Full-Time Student Oaklyn, Collingswood, And Ewing NJ 09/2000 05/2017
Michael Enos Oaklyn NJ 04/2015 12/2017
  • 06/2017 → Present
    Oaklyn, NJ
  • 09/2000 → 05/2017
    Full-Time Student
    Oaklyn, Collingswood, And Ewing, NJ
  • 04/2015 → 12/2017
    Michael Enos
    Oaklyn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2017-10-16
Other Names
  • Emily Madden
  • Emily Anne Madden

View on SEC IAPD

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