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Christina Ann Charbonneau

Lincoln Investment

Fort Washington, PA

Ponte Vedra Beach, FL

CRD 2197821

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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
FL RA APPROVED 2025-07-14
PA RA APPROVED 2025-07-11
  • FL RA
    APPROVED
    Since 2025-07-14
  • PA RA
    APPROVED
    Since 2025-07-11

Branch Locations

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

Ponte Vedra Beach, FL • 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
Valic Financial Advisors, Inc. Jacksonville FL 08/2010 07/2025
Agia Houston TX 12/2022 07/2025
Lincoln Investment Fort Washington PA 07/2025 Present
Previous Registrations
  • 2007-08-08 → 2025-08-04
    Gainesville, FL
    Jacksonville, FL
    Tallahassee, FL
    Pensacola, FL
    Jacksonville, FL
    Jacksonville, FL
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Columbus, GA
    Gainesville, FL
    Atlanta, GA
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Orlando, FL
    Tampa, FL
    Gainesville, FL
    Miami Beach, FL
Other Businesses

SeaSaltSands LLC Position: Owner Nature: Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 6/22/2026 Address: Vedra Beach, Florida 32082 Description: Administrative duties for LLC. Condominium for investment or rental income

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-02
S63 Uniform Securities Agent State Law Examination 1996-07-15
  • S66 Uniform Combined State Law Examination
    2007-08-02
  • S63 Uniform Securities Agent State Law Examination
    1996-07-15
Other Names
  • Christina Ann Charbonneaulamarca
  • Christina Ann Lamarca
  • Christina Ann Charbonneau
  • Christina Ann Mcdonald
  • Christina Charbonneau
  • Christina Mcdonald
  • Christina Charbonneau Lamarca

View on SEC IAPD

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