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Nicholas Raymond Avsec

Lincoln Investment

Fort Washington, PA

Port Saint Lucie, FL

CRD 5795610

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-20
FL RA APPROVED 2018-10-15
  • PA RA
    APPROVED
    Since 2026-01-20
  • FL RA
    APPROVED
    Since 2018-10-15

Branch Locations

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

Port Saint Lucie, FL • 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
OrganizationCityStateFromTo
Legend Advisory Group Palm Beach Gardens FL 10/2015 Present
Lincoln Investment Fort Washington PA 01/2017 Present
  • 10/2015 → Present
    Legend Advisory Group
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Fort Washington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2018-10-08

View on SEC IAPD

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