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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_RES | 2026-04-01 |
| VA | RA | APPROVED | 2024-01-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
19775 Belmont Executive Plaza Ste 175, Ashburn, VA 20147 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-23 |
Branch Locations
19775 Belmont Executive Plaza Suite 175, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Torpedo Factory Art Center | Alexandria | VA | 07/2013 | 07/2019 |
| The National Leadership Academies | Washington Dc | DC | 04/2015 | 10/2018 |
| Valic Financial Advisors, Inc. | North Chesterfield | VA | 07/2019 | 01/2024 |
| Agia | Houston | TX | 12/2022 | 01/2024 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | Present |
| Capital Analysts | Fort Washington | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
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