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Barbara Becker

Lincoln Investment

Cobleskill, NY

Fultonham, NY

CRD 4885030

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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
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

2668 State Route 7 Suite 31, Cobleskill, NY 12043-9802 • United States

Fultonham, NY • 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, Inc. Cobleskill NY 07/2008 Present
  • 07/2008 → Present
    Lincoln Investment Planning, Inc.
    Cobleskill, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-05
  • S63 Uniform Securities Agent State Law Examination
    2005-02-05

View on SEC IAPD

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CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
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FENIMORE ASSET MANAGEMENT, INC. · COBLESKILL, NY
LPL FINANCIAL LLC · COBLESKILL, NY
LPL FINANCIAL LLC · PALATINE BRIDGE, NY

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