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 41 - 50 of 941 top financial advisors.
41
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 19 years of experience in the finance industry.

42
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 5 years of experience in the finance industry.

43
Karl D. Bobo
CRD#: 2861154
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Karl Bobo (CRD# 2861154) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 25 years of experience in the finance industry.

44
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 8 years of experience in the finance industry.

45
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 9 years of experience in the finance industry.

46
Ricky A. Boone
CRD#: 5914442
5 Walnut Grove Drive, Suite 240, Horsham, PA 19044

Ricky Boone (CRD# 5914442) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 11 years of experience in the finance industry.

47
Michael V. Bordonaro
CRD#: 1080914
2293 Millersport Highway, Getzville, NY 14068

Michael Bordonaro (CRD# 1080914) is an Investment Advisor Representative working at Lincoln Investment in Getzville, NY and has over 10 years of experience in the finance industry.

48
Melissa A. Borelli
CRD#: 4847135
5 Walnut Grove Drive, Suite 240, Horsham, PA 19044

Melissa Borelli (CRD# 4847135) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 18 years of experience in the finance industry.

49
Richard A. Borkowski
CRD#: 4632928
Crawford, TX

Richard Borkowski (CRD# 4632928) is an Investment Advisor Representative working at Lincoln Investment in Crawford, TX and has over 19 years of experience in the finance industry.

50
Ronald L. Bortree
CRD#: 711776
Berkeley, CA

Ronald Bortree (CRD# 711776) is an Investment Advisor Representative working at Lincoln Investment in Berkeley, CA and has over 29 years of experience in the finance industry.

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