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 31 - 40 of 954 top financial advisors.
31
John Bartuccio
CRD#: 1437692
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

John Bartuccio (CRD# 1437692) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 23 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.

32
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 35 years of experience in the finance industry.

33
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 5 years of experience in the finance industry.

34
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.

35
Gregory C. Bender
CRD#: 5993802
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Gregory Bender (CRD# 5993802) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 6 years of experience in the finance industry.

36
Leslie J. Benzak
CRD#: 4459344
5 Walnut Grove Drive, Suite 240, Horsham, PA 19044

Leslie Benzak (CRD# 4459344) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 20 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.

37
Patrick J. Bergin
CRD#: 2040618
485c Route 1 South, Suite 215, Iselin, NJ 08830

Patrick Bergin (CRD# 2040618) is an Investment Advisor Representative working at Lincoln Investment in Iselin, NJ and has over 25 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.

38
Robert W. Bernhardt
CRD#: 5060481
990 North Main Street, Royal Oak, MI 48067

Robert Bernhardt (CRD# 5060481) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 15 years of experience in the finance industry.

39
Ronald H. Bernstein
CRD#: 2288701
Great Neck, NY

Ronald Bernstein (CRD# 2288701) is an Investment Advisor Representative working at Lincoln Investment in Great Neck, NY and has over 28 years of experience in the finance industry. Ronald Bernstein 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.

40
Theodore E. Bertke
CRD#: 2298483
7990 State Rt. 119, Maria Stein, OH 45860

Theodore Bertke (CRD# 2298483) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.