Joshua Halter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 11/2024
  Pruco Securities Llc
  Independence, OH
• 12/2020 → 03/2026
  Chick-Fil-A
  Brunswick, OH
• 10/2019 → 01/2021
  Market District
  Strongsville, OH
• 05/2018 → 10/2019
  Hickory Ridge Cinema
  Brunswick, OH
• 05/2017 → 08/2017
  Volunteers Of America
  Brunswick, OH
• 01/2021 → 05/2024
  Cleveland State University
  Cleveland, OH
• 08/2019 → 12/2020
  Cuyahoga Community College
  Brunswick, OH
• 01/2014 → 05/2019
  Brunswick City Schools
  Brunswick, OH
• 11/2024 → 03/2025
  Lpl Enterprise, Llc
  Independence, OH
• 03/2026 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2025-03-05 → 2025-03-28
  Lpl Enterprise, Llc
  Independence, OH

Other Businesses

Beacon Financial Advisory Position: Sales Assistant for Financial Planning Nature: IRIA Investment Related: Yes Hours: 150 Securities Trading Hours: 130 Start Date: 3/16/2026 Address: 25825 Science Park, #110 Cleveland, OH 44122 Description: Administrative duties

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03