Best Investors Account Sign in

Prabjyot Kaur

Lincoln Investment

Fort Washington, PA

CRD 7197151

Claim This Profile
Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-20
  • PA RA
    APPROVED
    Since 2023-03-20

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsbc Securities (Usa) Inc. Reston VA 08/2020 07/2021
Hsbc Bank Usa, N.A. Reston VA 08/2018 07/2021
Pnc Bank Herndon VA 01/2018 07/2018
Pnc Bank Herndon VA 11/2016 01/2018
Unemployed Herndon VA 07/2016 10/2016
Lincoln Investment Fort Washington PA 07/2021 Present
  • 08/2020 → 07/2021
    Hsbc Securities (Usa) Inc.
    Reston, VA
  • 08/2018 → 07/2021
    Hsbc Bank Usa, N.A.
    Reston, VA
  • 01/2018 → 07/2018
    Pnc Bank
    Herndon, VA
  • 11/2016 → 01/2018
    Pnc Bank
    Herndon, VA
  • 07/2016 → 10/2016
    Unemployed
    Herndon, VA
  • 07/2021 → Present
    Lincoln Investment
    Fort Washington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-07
S63 Uniform Securities Agent State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2021-06-07
  • S63 Uniform Securities Agent State Law Examination
    2020-08-01

View on SEC IAPD

More in Fort Washington, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor