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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gabor Financial Solutions | Tallahassee | FL | 11/2021 | Present |
| Southeast Asset Advisors | Thomasville | GA | 01/2020 | 06/2021 |
| Papa John's | Thomasville | GA | 09/2021 | 11/2021 |
| Thomas University | Thomasville | GA | 01/2019 | 12/2019 |
| Joseph House | Tallahassee | FL | 10/2023 | 09/2024 |
| Eye Associates Of Tallahassee | Tallahassee | FL | 03/2018 | 01/2019 |
| City Of Tallahassee | Tallahassee | FL | 05/2016 | 03/2018 |
| Florida State | Tallahassee | FL | 08/2015 | 05/2017 |
| Unemployed | Thomasville | GA | 06/2021 | 09/2021 |
| Lincoln Investment | Fort Washington | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
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