Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-02-03 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Philadelphia, PA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Philadelphia | PA | 03/2011 | 06/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 06/2020 | 12/2025 |
| Robert Fisch | Philadelphia | PA | 03/2003 | Present |
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
Robert Fisch Position: Agent Nature: Insurance/Fixed Life and Annuity Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 1/1/2026 Address: 241 S 6th Street Apt. 507 Philadelphia, PA 19106 Description: Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-16 |
Reach out to this advisor