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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 2020-11-17
  • PA RA
    APPROVED
    Since 2020-11-17

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

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-11-17
  • PA RA
    APPROVED
    Since 2020-11-17

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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
Lincoln Investment Fort Washington PA 08/2020 Present
3Step Sports Llc Wayne PA 01/2017 03/2020
College Student State College PA 09/2015 12/2017
Unemployed Philadelphia PA 03/2020 08/2020
Lincoln Investment Fort Washington PA 11/2020 Present
Capital Analysts Fort Washington PA 11/2020 Present
  • 08/2020 → Present
    Fort Washington, PA
  • 01/2017 → 03/2020
    3Step Sports Llc
    Wayne, PA
  • 09/2015 → 12/2017
    College Student
    State College, PA
  • 03/2020 → 08/2020
    Unemployed
    Philadelphia, PA
  • 11/2020 → Present
    Fort Washington, PA
  • 11/2020 → Present
    Fort Washington, PA
Other Businesses

MARKET YOURSELF SPORTS POSITION: Sales Representative NATURE: Sports Videography INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 2546 12th Ave W, Seattle WA 98168, United States DESCRIPTION: Sports video sales during events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-09
  • S66 Uniform Combined State Law Examination
    2020-11-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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