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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 | 2020-04-07 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-04-07 |
Branch Locations
101 West Avenue Suite 200, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2016 | 03/2020 |
| County Of Bucks: Controller's Office | Doylestown | PA | 03/2014 | 11/2016 |
| Bank Of America, N.A. | Pennington | NJ | 03/2017 | 03/2020 |
| Lincoln Investment | Fort Washington | PA | 04/2020 | Present |
| Capital Analysts | Fort Washington | PA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-04 |
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