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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-16 |
Branch Locations
35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-08-15 |
Branch Locations
35 Braintree Hill Office Park Ste 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 02/2019 | Present |
| University Of Connecticut | Storrs | CT | 05/2015 | 12/2018 |
CAPITAL ANALYST NEW ENGLAND POSITION: part-time administrative assistant for Suzanne Conran NATURE: Administrative Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/10/2022 ADDRESS: Capital Analyst New England, Suite 400, Braintree MA 02184, United States DESCRIPTION: Making reports, updating client profiles, updating Redtail, sending paperwork to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-03 |
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