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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 | 2024-08-07 |
| FL | RA | APPROVED | 2021-08-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Wallingford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | Oak Grove | KY | 06/2016 | 05/2017 |
| Navy Federal Financial Group, Llc | Oak Grove | KY | 06/2016 | 05/2017 |
| Navy Federal Credit Union | Oak Grove | KY | 08/2015 | 04/2017 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 05/2017 | 03/2020 |
| Navy Federal Brokerage Services, Llc | Pensacola | FL | 05/2017 | 03/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2021 | Present |
| Navy Federal Credit Union | Pensacola | FL | 03/2020 | 07/2021 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
7:12 FINANCIAL LLC POSITION: Associate Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2024 ADDRESS: 309 Henry Lane, Wallingford PA 19086, United States DESCRIPTION: Position supports financial advisor, Stephen Bach, by servicing existing clients. This will be done via courtesy calls and account reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
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