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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-04 |
Branch Locations
601 Office Center Drive Suite 301, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2008 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 12/2023 | Present |
| Capital Analysts | Fort Washington | PA | 12/2023 | Present |
| Unemployed | Dresher | PA | 08/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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