Lincoln Investment

Lincoln Investment (CRD# 519) is a financial advisory firm headquartered in Fort Washington, PA. They manage $15,286,555,211 in 178,912 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,287
    MILLION
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
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 11 - 20 of 954 top financial advisors.
11
Lesta G. Andersen
CRD#: 1527215
Anderson, IN

Lesta Andersen (CRD# 1527215) is an Investment Advisor Representative working at Lincoln Investment in Anderson, IN and has over 34 years of experience in the finance industry.

12
Amber E. Andre
CRD#: 6431007
2019 Second Street, Slidell, LA 70458

Amber Andre (CRD# 6431007) is an Investment Advisor Representative working at Lincoln Investment in Slidell, LA and has over 4 years of experience in the finance industry.

13
James Anna
CRD#: 2139200
Odessa, FL

James Anna (CRD# 2139200) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 24 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.

14
Gilberto Arias
CRD#: 1562446
Suite 150, 500 Waters Edge, Lombard, IL 60148

Gilberto Arias (CRD# 1562446) is an Investment Advisor Representative working at Lincoln Investment in Lombard, IL and has over 13 years of experience in the finance industry.

15
Melin I. Arias
CRD#: 6823292
Suite 150, 500 Waters Edge, Lombard, IL 60148

Melin Arias (CRD# 6823292) is an Investment Advisor Representative working at Lincoln Investment in Lombard, IL and has over 3 years of experience in the finance industry.

16
Brandon J. Armella
CRD#: 6347928
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Brandon Armella (CRD# 6347928) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 5 years of experience in the finance industry.

17
Howard C. Aspacher
CRD#: 1013678
Tyrone, GA

Howard Aspacher (CRD# 1013678) is an Investment Advisor Representative working at Lincoln Investment in Tyrone, GA and has over 27 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.

18
Joseph E. Attanasi
CRD#: 2522729
Linden, NJ

Joseph Attanasi (CRD# 2522729) is an Investment Advisor Representative working at Lincoln Investment in Linden, NJ and has over 20 years of experience in the finance industry.

19
Nicholas R. Avsec
CRD#: 5795610
4600 East Park Drive, Suite 300, Palm Beach Gardens, FL 33410

Nicholas Avsec (CRD# 5795610) is an Investment Advisor Representative working at Lincoln Investment in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.

20
Asim I. Awan
CRD#: 4071092
Frisco, TX

Asim Awan (CRD# 4071092) is an Investment Advisor Representative working at Lincoln Investment in Frisco, TX and has over 21 years of experience in the finance industry.

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