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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-15 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Nashua | NH | 07/2012 | 05/2025 |
| Agia | Houston | TX | 12/2022 | 05/2025 |
| Lincoln Investment | Fort Washington | PA | 05/2025 | Present |
OLD HOMESTEAD GARDEN CLUB POSITION: President NATURE: Non-profit garden club INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2023 ADDRESS: PO Box 10051, Swanzey NH 03446, United States DESCRIPTION: Chair meetings, assign committee chaits, sit in on all committees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
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