Lincoln Anderson

Employer firm

Dba Upal Or United Professionals Assoc. Ltd. CRD 117509

$79.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 11/2016
  Ameritrust Investment Advisors, Inc.
  Tulsa, OK
• 11/2016 → 03/2022
  Edward Jones
  St. Louis, MO
• 03/2022 → Present
  Lpl Financial
  Tulsa, OK
• 03/2022 → 01/2024
  Oklahoma Central Credit Union
  Tulsa, OK
• 11/2025 → Present
  Utica Physicians' Association, Ltd.
  Tulsa, OK

Previous Registrations

• 2022-03-02 → 2024-10-24
  Lpl Financial Llc
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
• 2016-12-06 → 2022-03-07
  Edward Jones
  Tulsa, OK
  Jenks, OK
  St Louis, MO
  Tulsa, OK
• 2008-10-24 → 2016-12-31
  Ameritrust Investment Advisors Inc
  Tulsa, OK
• 2006-01-23 → 2006-11-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR

Other Businesses

1. 3/2022 - DBA for LPL Business (entity for LPL business) - Oklahoma Central Financial Planning - Investment Related - Tulsa, OK 74146 2. 06/30/2023 - LinLin Creative Ventures - Not Investment Related - Home Based - Reps Business - Co-Owner - Start Date 03/10/2023 - 12 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-01-24
• S63 Uniform Securities Agent State Law Examination
  1997-04-09

Designations

• Chartered Financial Analyst

Other Names

• Lincoln Jay Anderson