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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-01 |
Branch Locations
Crystal Lake, IL • United States
3401 Enterprise Pkwy Ste. 405, Beachwood, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-01 |
Branch Locations
6100 Oak Tree Blvd. Suite 200, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Independence | OH | 01/2002 | 05/2024 |
| Agia | Houston | TX | 12/2022 | 05/2024 |
| Lincoln Investment | Fort Washington | PA | 05/2024 | Present |
| Capital Analysts | Fort Washington | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-06 |
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