Lincoln Investment

Lincoln Investment (CRD# 519) is a financial advisory firm headquartered in Fort Washington, PA. They manage $5,982,406,502 in 93,933 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,982
    MILLION
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Lincoln Investment
Showing 1 - 10 of 658 top financial advisors.
1
James P. Noe
CRD#: 1023502
Suite 150, 500 Waters Edge, Lombard, IL 60148
98
Wealthminder
score

James Noe (CRD# 1023502) is an Investment Advisor Representative working at Lincoln Investment in Lombard, IL and has over 25 years of experience in the finance industry.

2
Zachary A. Abrams
CRD#: 5062672
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH 44122
96
Wealthminder
score

Zachary Abrams (CRD# 5062672) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 7 years of experience in the finance industry. Zachary Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen C. Bach
CRD#: 4389509
Wallingford, PA
96
Wealthminder
score

Stephen Bach (CRD# 4389509) is an Investment Advisor Representative working at Lincoln Investment in Wallingford, PA and has over 15 years of experience in the finance industry. Stephen Bach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John Bartuccio
CRD#: 1437692
601 Office Center Drive, Suite 300, Fort Washington, PA 19034
96
Wealthminder
score

John Bartuccio (CRD# 1437692) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 19 years of experience in the finance industry. John Bartuccio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jaclyn E. Bell
CRD#: 5669084
77 Sugar Creek Center Blvd., Suite 590, Sugar Land, TX 77478
96
Wealthminder
score

Jaclyn Bell (CRD# 5669084) is an Investment Advisor Representative working at Lincoln Investment in Sugar Land, TX and has over 7 years of experience in the finance industry. Jaclyn Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Leslie J. Benzak
CRD#: 4459344
101 West Avenue, Suite 200, Jenkintown, PA 19046
96
Wealthminder
score

Leslie Benzak (CRD# 4459344) is an Investment Advisor Representative working at Lincoln Investment in Jenkintown, PA and has over 15 years of experience in the finance industry. Leslie Benzak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Patrick J. Bergin
CRD#: 2040618
31 South Ave W., Cranford, NJ 07016
96
Wealthminder
score

Patrick Bergin (CRD# 2040618) is an Investment Advisor Representative working at Lincoln Investment in Cranford, NJ and has over 21 years of experience in the finance industry. Patrick Bergin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sheryl P. Bordelon
CRD#: 1714406
8160 Baymeadows Way West, 3rd Floor Ste. 310, Jacksonville, FL 32256
96
Wealthminder
score

Sheryl Bordelon (CRD# 1714406) is an Investment Advisor Representative working at Lincoln Investment in Jacksonville, FL and has over 21 years of experience in the finance industry. Sheryl Bordelon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Ryan B. Boyd
CRD#: 4452951
5050 Poplar Avenue, Suite 1204, Memphis, TN 38157
96
Wealthminder
score

Ryan Boyd (CRD# 4452951) is an Investment Advisor Representative working at Lincoln Investment in Memphis, TN and has over 15 years of experience in the finance industry. Ryan Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Johnny C. Brannan
CRD#: 1149760
8230 Montgomery Road, Suite 150, Cincinnati, OH 45236
96
Wealthminder
score

Johnny Brannan (CRD# 1149760) is an Investment Advisor Representative working at Lincoln Investment in Cincinnati, OH and has over 31 years of experience in the finance industry.

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