Lincoln Investment

Lincoln Investment (CRD# 519) is a financial advisory firm headquartered in Fort Washington, PA. They manage $17,732,411,365 in 188,491 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,732
    MILLION
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
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 21 - 30 of 941 top financial advisors.
21
Thomas G. Baker
CRD#: 2162788
11927 E. Lennon Rd., Lennon, MI 48449

Thomas Baker (CRD# 2162788) is an Investment Advisor Representative working at Lincoln Investment in Lennon, MI and has over 31 years of experience in the finance industry.

22
Lynn E. Balch
CRD#: 1315292
12773 West Forest Hill Blvd., Suite 200, Wellington, FL 33414

Lynn Balch (CRD# 1315292) is an Investment Advisor Representative working at Lincoln Investment in Wellington, FL and has over 22 years of experience in the finance industry.

23
Timothy J. Bandi
CRD#: 721880
Blaymore Ofice Building Suite 102, 1606 Carmody Court, Sewickley, PA 15143

Timothy Bandi (CRD# 721880) is an Investment Advisor Representative working at Lincoln Investment in Sewickley, PA and has over 41 years of experience in the finance industry.

24
Jacqueline B. Banister
CRD#: 4964835
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Jacqueline Banister (CRD# 4964835) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 16 years of experience in the finance industry.

25
Jeffrey M. Bannon
CRD#: 5641433
1700 W. Colonial Drive, Orlando, FL 32804

Jeffrey Bannon (CRD# 5641433) is an Investment Advisor Representative working at Lincoln Investment in Orlando, FL and has over 12 years of experience in the finance industry.

26
John B. Barham
CRD#: 2496983
1096 Mechem Dr Ste 223, Ruidoso, NM 88345

John Barham (CRD# 2496983) is an Investment Advisor Representative working at Lincoln Investment in Ruidoso, NM and has over 26 years of experience in the finance industry.

27
Fred L. Barnard
CRD#: 4296549
780 94th Avenue North, Suite 107, Saint Petersburg, FL 33702

Fred Barnard (CRD# 4296549) is an Investment Advisor Representative working at Lincoln Investment in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

28
Edward J. Baum
CRD#: 843044
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Edward Baum (CRD# 843044) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 36 years of experience in the finance industry.

29
Robert C. Beaulieu
CRD#: 5532772
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Robert Beaulieu (CRD# 5532772) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 6 years of experience in the finance industry.

30
Brian M. Becka
CRD#: 5750950
13374 Ridge Road, North Royalton, OH 44133

Brian Becka (CRD# 5750950) is an Investment Advisor Representative working at Lincoln Investment in North Royalton, OH and has 1 year of experience in the finance industry.

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