Ronald Robert Covington

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Bluffton, IN

Previous Registrations

• 2011-03-01 → 2019-10-04
  Legend Advisory, Llc
  Bluffton, IN
  Palm Beach Gardens, FL
• 1998-11-17 → 2010-12-02
  Edward Jones
  Bluffton, IN

Other Businesses

COVINGTON RENTALS POSITION: Owner NATURE: Buy and Sell Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1987 ADDRESS: 4428 Scotia Dr, Fort Wayne IN 46814, United States DESCRIPTION: Purchase renovate and rent properties. Scotia Community Association POSITION: Voting board member of 72 lot housing addition in which I reside. Interpret and promote appropriate actions affecting the neighborhood. NATURE: HOA Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2019 ADDRESS: 4428 Scotia Dr., Fort Wayne IN 46814, United States DESCRIPTION: attend board meetings twelve times per year for two years. Review and approve requests for deviation from architectural committee guidelines, play equipment placement and any thing else which might impair the value of the neighborhood. COVINGTON INSURANCE POSITION: Agent NATURE: Writing insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 12/30/2022 ADDRESS: 215 E Market St, Bluffton IN 46714, United States DESCRIPTION: Replacing old inefficient life insurance policies using cash value in order to lower or eliminate premiums for the same or more coverage MEROM INSTITUTE POSITION: Board member (term beginning 4/2023 serving for 3 years/1 term). NATURE: Faith based camp and retreat center INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2023 ADDRESS: 8555 W Phillip St, Merom IN 47861, United States DESCRIPTION: virtual team meetings trying to make this facility relevant for the future in terms of offerings and summer camp activities Rescue Mission Ft Wayne POSITION: Volunteer, Finance Committee Member (Non Board Position) NATURE: Homeless shelter and food pantry INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 404 E Washington Blvd, Fort Wayne IN 46802, United States DESCRIPTION: give counsel and advice and pass out food.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-03-07