Derrick Ryan Friedman

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
FL	RA	APPROVED	2021-11-09
GA	RA	APPROVED	2003-04-14

FL RA
APPROVED

Since 2021-11-09
GA RA
APPROVED

Since 2003-04-14

Branch Locations

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

1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States

St. Petersburg, FL • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-11-09
GA	RA	APPROVED	2018-02-16

FL RA
APPROVED

Since 2021-11-09
GA RA
APPROVED

Since 2018-02-16

Branch Locations

1720 Old Springhouse Ln. Suite 310, Dunwoody, GA 30338 • 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.	Atlanta	GA	11/1997	Present

11/1997 → Present

Lincoln Investment Planning, Inc.

Atlanta, GA

Other Businesses

FRIEDMAN FINANCIAL SERVICES INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 03/23/2022 ADDRESS: 301 21st Avenue N, St. Petersburg FL 33704, United States DESCRIPTION: This is the Corporation that all of my existing business activities are run through for tax purposes and payroll SEASONAL AIRBNB POSITION: Owner NATURE: Seasonal Airbnb/Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 301 21ST AVE N, ST Petersburg FL 33704, United States DESCRIPTION: I own a seasonal Airbnb in my backyard BROKER DEALER CHANGE POSITION: President and founder of national placement company for financial advisors . NATURE: Placement Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/03/2011 ADDRESS: 301 21ST AVE N, ST PETERSBURG FL 33704-4435, United States DESCRIPTION: I offer a placement service for financial advisors looking to find another broker dealer and I match them according to their business needs. GROUP LIFE INSURANCE SALES POSITION: Owner/Agent NATURE: School employer Sponsored group Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2000 ADDRESS: 301 21ST AVE N, ST PETERSBURG FL 33704-4435, United States DESCRIPTION: Group Life Insurance through Payroll deduction, I manage a group of insurance reps that offer life insurance through the school system that is school district sponsored and only offered on a limited basis during during open enrollment which is 15 business days of the year .

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-11-29
S63	Uniform Securities Agent State Law Examination	1994-11-15

S65 Uniform Investment Adviser Law Examination

1994-11-29
S63 Uniform Securities Agent State Law Examination

1994-11-15

Other Names

Derrick R Friedman

View on SEC IAPD