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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-13 |
Branch Locations
West Chester, PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Financial Group | Berwyn | PA | 03/2015 | 04/2023 |
| Forethought Distributors, Llc | Berwyn | PA | 03/2015 | 04/2023 |
| Brinker Capital Securities | Berwyn | PA | 05/2023 | 05/2025 |
| Orion Portfolio Solutions | Omaha | NE | 05/2023 | 05/2025 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
| Unemployed | West Chester | PA | 05/2025 | 07/2026 |
| Sheppard Financial Group | York | PA | 07/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-05 |
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