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Jacob R Lincoln

LPl Financial LLC

San Diego, CA

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-07-18
  • CA RA
    APPROVED_RES
    Since 2024-07-18

Branch Locations

13520 Evening Creek Dr N #480, San Diego, CA 92128 • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Coastal Tax Advisors Fka Lincoln Tax And Wealth Planning, Inc. San Diego CA 08/2010 01/2021
Elite Investment Team Llc San Diego CA 08/2020 01/2021
Onyx Bridge Wealth Group Llc Tarrytown NY 01/2021 11/2021
Lpl Financial Llc San Diego CA 07/2024 Present
Coastal Tax Advisors San Diego CA 01/2016 Present
  • 08/2010 → 01/2021
    Coastal Tax Advisors Fka Lincoln Tax And Wealth Planning, Inc.
    San Diego, CA
  • 08/2020 → 01/2021
    Elite Investment Team Llc
    San Diego, CA
  • 01/2021 → 11/2021
    Onyx Bridge Wealth Group Llc
    Tarrytown, NY
  • 07/2024 → Present
    Lpl Financial Llc
    San Diego, CA
  • 01/2016 → Present
    Coastal Tax Advisors
    San Diego, CA
Previous Registrations
  • 2021-01-08 → 2021-11-30
    Onyx Bridge Wealth Group Llc
    San Diego, CA
    Tarrytown, NY
  • 2020-08-26 → 2021-01-08
    Elite Investment Team Llc
    San Diego, CA
    San Diego, CA
Other Names
  • Jacob R Lincoln
  • Jacob Lincoln

View on SEC IAPD

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