Joseph Emil Attanasi

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2002-07-26

NJ RA
APPROVED

Since 2002-07-26

Branch Locations

Linden, NJ • United States

31 South Ave W., Cranford, NJ 07016 • 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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Florham Park	NJ	07/1994	Present

07/1994 → Present

Lincoln Investment Planning, Inc.

Florham Park, NJ

Other Businesses

INSURANCE POSITION: Sales rep. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2012 ADDRESS: 1614 DeWitt Ter., Linden NJ 07036, United States DESCRIPTION: Insurance sales (life, health, disability and property & casualty) EVANGEL BOWLING LEAGUE POSITION: Secretary/Treasurer NATURE: Men's Bowling League INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 1614 DeWitt Ter., Linden NJ 07036, United States DESCRIPTION: Keep league records. Collect league fees from members. Deposit league fees in bank account. Distribute prize money to members.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-09-29

S63 Uniform Securities Agent State Law Examination

2000-09-29

View on SEC IAPD