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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
OR RA APPROVED 2017-10-24
  • OR RA
    APPROVED
    Since 2017-10-24

Branch Locations

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

Brownsville, OR • United States

1956 Meade Ave., North Bend, OR 97459 • 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
Legend Equities Corporation Palm Beach Gardens FL 11/2003 01/2017
Lincoln Investment Brownsville OR 01/2017 Present
  • 11/2003 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Brownsville, OR
Previous Registrations
  • 2005-08-19 → 2019-10-04
    Legend Advisory, Llc
    Eugene, OR
    Harrisburg, OR
    Palm Beach Gardens, FL
    Eugene, OR
    Brownsville, OR
Other Businesses

DAVID HANSEN, SOLE PROPRIETOR POSITION: sell various fixed annuities through lenz financial NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: PO Box 308, Brownsville OR 97327 DESCRIPTION: sell various fixed annuities through lenz financial CHURCH OF THE FIRSTBORN, WILLAMETTE VALLEY POSITION: board member NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1990 ADDRESS: PO Box 308, Brownsville OR 97327, United States DESCRIPTION: volunteer services for church CITY OF BROWNSVILLE POSITION: City Councilor NATURE: City Government INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: PO Box 188, Brownsville OR 97327, United States DESCRIPTION: Formulate public policy for the city. Act as convener and advocate on behalf of city residents. Central Linn Community Foundation Position: Board Member Nature: Community Foundation Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 6/29/2026 Address: PO Box 4 (no street address) Brownsville, OR, Oregon 97327 Description: Foundation provides grants to community organizations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1998-05-27
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1998-05-27

View on SEC IAPD

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