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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-26 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Salem, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 10/2004 | 12/2024 |
| Bolton Securities Corporation | Bolton | MA | 10/2004 | 12/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-08 |
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