Lincoln Investment

Lincoln Investment (CRD# 519) is a financial advisory firm headquartered in Fort Washington, PA. They manage $6,293,615,747 in 109,798 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,294
    MILLION
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
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)
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 881 top financial advisors.
1
John M. Natale
CRD#: 718524
601 Office Center Drive, Suite 300, Fort Washington, PA 19034
103
Wealthminder
score

John Natale (CRD# 718524) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 34 years of experience in the finance industry.

2
Steve D. Pontiff
CRD#: 5922449
77 Sugar Creek Center Blvd., Suite 590, Sugar Land, TX 77478
100
Wealthminder
score

Steve Pontiff (CRD# 5922449) is an Investment Advisor Representative working at Lincoln Investment in Sugar Land, TX and has over 6 years of experience in the finance industry.

3
Don W. Adwell
CRD#: 5962234
16241 N. Florida Ave, Lutz, FL 33549
98
Wealthminder
score

Don Adwell (CRD# 5962234) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 5 years of experience in the finance industry.

4
Derrick R. Friedman
CRD#: 2541069
1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349
98
Wealthminder
score
Derrick Friedman (CRD# 2541069) is an Investment Advisor Representative working at Lincoln Investment in Atlanta, GA and has over 22 years of experience in the finance industry.
5
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 27 years of experience in the finance industry.

6
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 8 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.

7
Ian Aguilar
CRD#: 5929375
8160 Baymeadows Way West, 3rd Floor Ste. 310, Jacksonville, FL 32256
96
Wealthminder
score

Ian Aguilar (CRD# 5929375) is an Investment Advisor Representative working at Lincoln Investment in Jacksonville, FL and has over 5 years of experience in the finance industry. Ian Aguilar 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
James Anna
CRD#: 2139200
Odessa, FL
96
Wealthminder
score

James Anna (CRD# 2139200) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 21 years of experience in the finance industry. James Anna 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
Howard C. Aspacher
CRD#: 1013678
Tyrone, GA
96
Wealthminder
score

Howard Aspacher (CRD# 1013678) is an Investment Advisor Representative working at Lincoln Investment in Tyrone, GA and has over 24 years of experience in the finance industry. Howard Aspacher 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
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 16 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.

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