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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 | 2025-04-23 |
| PA | RA | APPROVED | 2025-04-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Wallingford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2022 | 02/2025 |
| Eastern Washington University | Cheney | WA | 04/2018 | 09/2021 |
| United States Air Force - Airman & Family Readiness Center | Lakenheath | 06/2015 | 09/2017 | |
| Unemployed - Military Move For Spouse | Medford Lakes | NJ | 10/2021 | 12/2021 |
| Unemployed - Military Move For Spouse | Fairchild Afb | WA | 10/2017 | 03/2018 |
| Lincoln Investment | Fort Washington | PA | 03/2025 | Present |
7:12 Finanical LLC Position: Salaried Financial Professional Nature: Financial Services Investment Related: Yes Hours: 85 Securities Trading Hours: 85 Start Date: 3/1/2025 Address: 309 Henry Lane Wallingford, PA 19086 Description: Client communication, appointment preperation, paperwork
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
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