Lynda Evelyn Zwack

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

• 07/1990 → Present
  Independent, Self-Employed Insurance Age
  Walnut Creek, CA
• 01/1994 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Walnut Creek, CA

Previous Registrations

• 2011-08-15 → 2019-10-04
  Legend Advisory, Llc
  Walnut Creek, CA
• 2004-06-30 → 2011-08-15
  Legend Advisory, Llc
  Walnut Creek, CA
  Palm Beach Gardens, FL

Other Businesses

LYNDA ZWACK POSITION: Sales rep- owner NATURE: insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/1989 ADDRESS: 748 Rosewood Drive, Walnut Creek CA 94596-6128, United States DESCRIPTION: Selling insurance/annuities products LYNDA ZWACK POSITION: sales representative NATURE: long term care renewals INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 748 Rosewood Drive, Walnut Creek, CA 94596, United States DESCRIPTION: I am not selling any new LTC policies at this time but am servicing a few policies I sold years ago.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-09
• S63 Uniform Securities Agent State Law Examination
  1990-10-01

Other Names

• Lynda Evelyn Martens
• Lynda E Zwack