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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 | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2024 | Present |
| First Choice Insurance | Chambersburg | PA | 10/2019 | Present |
| Wellspan Health Chambersburg Hospital | Chambersburg | PA | 07/2024 | Present |
| Shippensburg University | Shippensburg | PA | 08/2020 | 05/2024 |
| Unemployed/ Full-Time Student | Chambersburg | PA | 01/2013 | 10/2019 |
| Lincoln Investment | Fort Washington | PA | 02/2025 | Present |
WELLSPAN CHAMBERSBURG HOSPITAL POSITION: Security Officer NATURE: To provide safety and security to patients, staff, and visitors. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 07/17/2024 ADDRESS: 112 N 7th Street, Chambersburg PA 17201, United States DESCRIPTION: I ensure the safety and protection of visitors, patients, and staff by walking the halls and giving passes. FIRST CHOICE INSURANCE POSITION: Sales Assistant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 10/01/2019 ADDRESS: 417 Phoenix Drive, Unit C, Chambersburg PA 17201, United States DESCRIPTION: Call and email individuals for appointments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
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