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 31 - 40 of 941 top financial advisors.
31
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 8 years of experience in the finance industry.

32
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 21 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.

33
Patrick J. Bergin
CRD#: 2040618
485c Route 1 South, Suite 100, Iselin, NJ 08830

Patrick Bergin (CRD# 2040618) is an Investment Advisor Representative working at Lincoln Investment in Iselin, NJ and has over 27 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.

34
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 16 years of experience in the finance industry.

35
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 29 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.

36
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.

37
Mary C. Beseke
CRD#: 2274168
3030 Harbor Lane N., Suite 140, Minneapolis, MN 55447

Mary Beseke (CRD# 2274168) is an Investment Advisor Representative working at Lincoln Investment in Minneapolis, MN and has over 29 years of experience in the finance industry.

38
Tanner J. Betts
CRD#: 6878227
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Tanner Betts (CRD# 6878227) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 4 years of experience in the finance industry.

39
Brian E. Biehl
CRD#: 2045596
Suite 10201, 10000 Sagemore Drive, Marlton, NJ 08053

Brian Biehl (CRD# 2045596) is an Investment Advisor Representative working at Lincoln Investment in Marlton, NJ and has over 26 years of experience in the finance industry. Brian Biehl 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
Gordon C. Bitler
CRD#: 1019763
1214 State Route 93, Suite 1, Berwick, PA 18603

Gordon Bitler (CRD# 1019763) is an Investment Advisor Representative working at Lincoln Investment in Berwick, PA and has over 39 years of experience in the finance industry.

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