Freddie Watson

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

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-30

MD RA
APPROVED

Since 2026-01-30

Branch Locations

Canton, GA • United States

Colmubia, MD • United States

1 Research Court Suite 450, Rockville, MD 20850 • United States

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-30

MD RA
APPROVED

Since 2026-01-30

Branch Locations

Columbia, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Columbia	MD	06/1989	Present
#Ia Lincoln Investment Planning, Inc.	Rockville	MD	07/1989	Present
Lincoln Investment Planning, Inc.	Rockville	MD	07/1989	Present

06/1989 → Present

Unemployed

Columbia, MD
07/1989 → Present

#Ia Lincoln Investment Planning, Inc.

Rockville, MD
07/1989 → Present

Lincoln Investment Planning, Inc.

Rockville, MD

Other Businesses

WATSON FAMILY FARMS LLC. POSITION: PRESIDENT NATURE: FARMING INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 08/24/2012 ADDRESS: 3343 BRYANTOWN ROAD, RICH SQUARE NC 27869 DESCRIPTION: DUTIES OF THE PRESIDENT, 1. INSURE ALL FILINGS ARE DONE AND OBLIGATIONS MET. ING RELIASTAR POSITION: SALES REP NATURE: FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 07/01/1989 ADDRESS: PO BOX 1593, DES MOINES ID 50306 DESCRIPTION: OFFERING AND SERVICING FIXED ANNUITIES AS PART OF CLIENTS OVERALL PORTFOLIO.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-09-27
S63	Uniform Securities Agent State Law Examination	1989-10-09

S65 Uniform Investment Adviser Law Examination

1995-09-27
S63 Uniform Securities Agent State Law Examination

1989-10-09

View on SEC IAPD