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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2021 | 09/2021 |
| Totality Coordinating Services | Lubbock | TX | 06/2020 | 11/2020 |
| Llano Estacado Winery | Lubbock | TX | 06/2019 | 12/2021 |
| Betterlubbock Leasing | Lubbock | TX | 07/2018 | 07/2020 |
| White House Black Market | Lubbock | TX | 02/2018 | 07/2018 |
| California Tees | Lubbock | TX | 10/2017 | 01/2018 |
| The Funky Door | Lubbock | TX | 08/2017 | 09/2017 |
| Walk On's Sport Bar | Lubbock | TX | 01/2017 | 05/2020 |
| Full Time Education | Dallas | TX | 08/2015 | 01/2017 |
| Valic Financial Advisors, Inc. | Plano | TX | 01/2022 | 02/2026 |
| Agia | Houston | TX | 12/2022 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-12 |
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