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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| PA | RA | APPROVED | 2025-07-11 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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