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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-28 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-28 |
Branch Locations
90 S Newtown Street Rd Suite 5, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2022 | 08/2022 |
| Lincoln Investment | Fort Washington | PA | 10/2023 | Present |
| Azie Media | Fort Washington | PA | 10/2018 | 11/2023 |
| Cardinal O'HAra High School | Springfield | PA | 09/2014 | 06/2019 |
| Lincoln Investment | Fort Washington | PA | 11/2023 | Present |
| Capital Analysts | Fort Washington | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
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