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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-06 |
| NC | RA | APPROVED | 2024-11-04 |
| NJ | RA | APPROVED | 2017-05-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
500 N. Franklin Turnpike Suite 102, Ramsey, NJ 07446 • United States
Asheville, NC • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-06 |
| NC | RA | APPROVED | 2024-11-04 |
| NJ | RA | APPROVED | 2018-01-17 |
Branch Locations
500 N. Franklin Turnpike Suite 102, Ramsey, NJ 07446 • United States
Asheville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/1994 | 01/2017 |
| Lincoln Investment | Mahwah | NJ | 01/2017 | Present |
THE BROADWAY ASHEVILLE HOA POSITION: Treasurer of the Board NATURE: Home Owner's Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 231 Broadway Street, Asheville NC 28801, United States DESCRIPTION: Discuss any needs/issues of the 20 family townhome community (landscaping, security etc).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-19 |
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