Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples Bank | Gambier | OH | 06/2007 | 12/2016 |
| Kokosing Construction | Fredericktown | OH | 01/2017 | 09/2017 |
| 14 North Llc | Mount Vernon | OH | 09/2017 | 08/2018 |
| Western & Southern Life | Mount Vernon | OH | 09/2018 | 03/2022 |
| W&S Brokerage Services, Inc | Mount Vernon | OH | 09/2018 | 03/2022 |
| Lincoln Investment | Fort Washington | PA | 03/2022 | Present |
| Capital Analysts | Fort Washington | PA | 03/2022 | Present |
| Gabor Financial Solutions | Tallahassee | FL | 03/2022 | Present |
COLDWELL BANKER REALTY POSITION: Realtor NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8334 Market St, Lakewood Ranch FL 34202, United States DESCRIPTION: Help byers and sellers with buying and selling of homes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-17 |
Reach out to this advisor