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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| GA | RA | APPROVED | 2012-03-14 |
Branch Locations
1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349 • United States
Dublin, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barry Rawls & Associates | Smyring | GA | 06/1993 | Present |
| Lincoln Investment Planning, Inc. | Atlanta | GA | 02/2012 | Present |
BARRY RAWLS & ASSOCIATES-DBA RAWLS FINANCIAL ADVISORS POSITION: OWNER, AGENT. NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/05/1994 ADDRESS: 568 Country Club Road, Dublin GA 31021, United States DESCRIPTION: Insurance -life and health (only when needed) (estimated amount and hours)(per diem basis)Property and Caasualty (only when needed) (refer out)(intend to start 9/14/2016 once approved) RAWLS ENTERPRISES INC. POSITION: STOCK HOLDER, secretary NATURE: STEEL FABRICATION, HYDRAULICS, INDUSTRIAL SUPPLIES, STEEL PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1995 ADDRESS: 103 S. WASHINGTON STREET, DUBLIN GA 31021, United States DESCRIPTION: STOCKHOLDER. Scheduling Agendas Presentations Executive Liaisons Documenting the Meeting J&S RAWLS POSITION: Stockholder, Trustee and Secretary of Jackie & Sally Rawls estate NATURE: PERSONAL PROPERTY, INSURANCE & ESTATE HOLDINGS OF JACKIE (deceased) & SALLY RAWLS INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/05/1995 ADDRESS: 103 S Washington St, Dublin GA 31021, United States DESCRIPTION: PERSONAL PROPERTY, INSURANCE & ESTATE HOLDINGS OF JACKIE (deceased) & SALLY RAWLS (deceased) stockholder. The duties you perform as Secretary are: Scheduling Agendas Presentations Executive Liaisons, Documenting the Meeting. As trustee, I settle the estates of Jackie & Sally Rawls. THE ESTATES OF JACKIE & SALLY RAWLS POSITION: Executor and Trustee of their estates NATURE: Executor and Trustee of their estates INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 568 Country Club Rd, Dublin GA 31021, United States DESCRIPTION: settling the estates of Jackie & Sally Rawls
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-15 |
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