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LINCOLN INVESTMENT
LINCOLN INVESTMENT (CRD# 519) is an SEC-Registered Investment Advisor (RIA), headquartered in Fort Washington, PA. The SEC approved the firm to operate as an RIA in Sep 1978. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $9.0 Billion, with discretion over 57% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
LINCOLN INVESTMENT also reported in Mar 2019
  • 1279 employees, with 885 performing advisory functions.
  • A total of 418 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
LINCOLN INVESTMENT has one or more disclosure events currently on file with the SEC.
 

View LINCOLN INVESTMENT's most recent Form ADV filing
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LINCOLN INVESTMENT has Notice Filings with the following State Securities Authorities: AK-Apr 1999, AL-Feb 2001, AR-Jul 1992, CA-Jul 1997, CO- CT-Dec 1997, DC-Feb 1994, DE-Jun 2003, FL-Sep 1988, GA-< , HI-Sep 1995, IA-Jan 1999, ID-Mar 1989, IL-May 1983, IN-< , KS-Dec 1998, KY-Apr 1999, LA-Oct 2001, MD-Mar 1991, ME-< , MI-Apr 1999, MN-Jan 1987, MO-Mar 1988, MS-Dec 1997, MT-< , NC-May 2001, ND-Nov 2000, NE-Aug 2001, NH-Nov 1991, NJ-< , NM-Jan 1989, NV-Nov 1990, NY-Jun 1982, OH-May 1999, OK-< , OR-Apr 1999, PA-Mar 2011, RI-Jan 1993, SC-Jan 2001, SD-< , TN-Apr 1999, TX-Jan 1985, UT-Jul 1994, VA-Aug 1989, VT-< , WA-Sep 1988, WI-Dec 1990, WV-Jul 1986


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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