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 21 - 30 of 954 top financial advisors.
21
Stephen C. Bach
CRD#: 4389509
5 Walnut Grove Drive, Suite 240, Horsham, PA 19044

Stephen Bach (CRD# 4389509) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 19 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.

22
Jay E. Badeaux
CRD#: 3270509
16241 N. Florida Ave, Lutz, FL 33549

Jay Badeaux (CRD# 3270509) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 21 years of experience in the finance industry.

23
Douglas H. Bailey
CRD#: 2312692
123 Franklin Corner Road, Suite 112, Lawrenceville, NJ 08648

Douglas Bailey (CRD# 2312692) is an Investment Advisor Representative working at Lincoln Investment in Lawrenceville, NJ and has over 19 years of experience in the finance industry.

24
Paul S. Bain
CRD#: 1622199
Scottsdale, AZ

Paul Bain (CRD# 1622199) is an Investment Advisor Representative working at Lincoln Investment in Scottsdale, AZ and has over 34 years of experience in the finance industry.

25
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 29 years of experience in the finance industry.

26
Lynn E. Balch
CRD#: 1315292
12773 West Forest Hill Blvd., Suite 1205, Wellington, FL 33414

Lynn Balch (CRD# 1315292) is an Investment Advisor Representative working at Lincoln Investment in Wellington, FL and has over 21 years of experience in the finance industry.

27
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 40 years of experience in the finance industry.

28
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 11 years of experience in the finance industry.

29
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 24 years of experience in the finance industry.

30
Fred L. Barnard
CRD#: 4296549
780 94th Avenue North, Suite 107, St. Petersburg, FL 33702

Fred Barnard (CRD# 4296549) is an Investment Advisor Representative working at Lincoln Investment in St. Petersburg, FL and has over 14 years of experience in the finance industry.

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