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 41 - 50 of 954 top financial advisors.
41
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 28 years of experience in the finance industry.

42
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 2 years of experience in the finance industry.

43
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 25 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.

44
Jason M. Billups
CRD#: 4277466
Parking Garage 6, 11099 Sw 10th Street, Suite 165, Miami, FL 33199

Jason Billups (CRD# 4277466) is an Investment Advisor Representative working at Lincoln Investment in Miami, FL and has over 16 years of experience in the finance industry.

45
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 38 years of experience in the finance industry.

46
Ricky L. Black
CRD#: 1401203
16241 N. Florida Ave, Lutz, FL 33549

Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 6 years of experience in the finance industry.

47
William M. Blanche
CRD#: 4700989
Suite 2a, 107 South Ave West, Cranford, NJ 07016

William Blanche (CRD# 4700989) is an Investment Advisor Representative working at Lincoln Investment in Cranford, NJ and has over 17 years of experience in the finance industry.

48
Sage J. Bleakney
CRD#: 6630167
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Sage Bleakney (CRD# 6630167) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 4 years of experience in the finance industry.

49
Mary Pat Bohan
CRD#: 6221802
Suite 150, 500 Waters Edge, Lombard, IL 60148

Mary Pat Bohan (CRD# 6221802) is an Investment Advisor Representative working at Lincoln Investment in Lombard, IL and has over 7 years of experience in the finance industry.

50
Susan A. Bonanno
CRD#: 1769647
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Susan Bonanno (CRD# 1769647) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 7 years of experience in the finance industry.

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