Lincoln Investment

Firm record

As recorded in SEC IAPD

Firm CRD

519

SEC number

801-14059

Firm type

RIA

Assets under management

$22.0B as of Apr 27, 2026

Website

www.facebook.com/LINCOLNINVESTMENT ↗

Phone

215-887-8111

Address

601 Office Center Drive, Fort Washington, PA, 19034-3232

Advisors at this firm

560 in our index · page 11 of 12

• Terri Lynn TrottaCRD 2420492 · Fairport, NY
  IA RegisteredBroker
• Aleksandra Nikole TammerCRD 6575488 · Fort Washington, PA
  Broker
• Chad ThunerCRD 4893596 · Minot, ND
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Clark TinsleyCRD 6603068 · Houston, TX
  IA RegisteredBroker
• Marshall James TolinsCRD 6117321 · Horsham, PA
  IA RegisteredBroker
• Ruth TorresCRD 6200016 · Frisco, TX
  IA RegisteredBroker
• Michael Todd ToscanoCRD 4683036 · Marlton, NJ
  IA RegisteredBroker
• Megan Nicole TwymanCRD 6278100 · Carmel, IN
  Broker
• Brandon Felix UlloaCRD 7705156 · Tarrytown, NY
  IA RegisteredBroker
• Joseph ValdesCRD 3059653 · Doral, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Dominic VelardiCRD 1532152 · Rochester, NY
  IA RegisteredBroker
• Susan Elaine VerklanCRD 3256674 · Lombard, IL
  Broker
• Charlotte Marie ViningCRD 2395475 · Fort Washington, PA
  Broker
• Lori Anne VinskiCRD 2045835 · Fort Washington, PA
  Broker
• Valerie Ann ViscontiCRD 2891333 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Barbara Claire VorenbergCRD 4536934 · Farmington Hills, MI
  Broker
• Alison Oriana VentoCRD 5206827 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Borana VerardiCRD 5900188 · Bohemia, NY
  IA RegisteredBroker
• Jenna S VolosinCRD 4796207 · Marlton, NJ
  Broker
• Elijah James VotteroCRD 7055549 · Fort Washington, PA
  IA RegisteredBroker
• Charles William WaddellCRD 2542145 · West Palm Beach, FL
  IA RegisteredBroker
• Heather Lynne WagnerCRD 3229847 · New Hope, PA
  Broker
• Franklin Frederick WalterCRD 4453346 · Independence, OH
  IA RegisteredBroker
• Susan Marie WanamakerCRD 1084399 · Cleveland, OH
  IA RegisteredBroker
• Debra Lynn WeikelCRD 5501039 · Needham, MA
  Broker
• Benjamin WeinbergerCRD 7437074 · Lombard, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Steven WeissbeinCRD 1089065 · Naples, FL
  IA RegisteredBroker
• Benjamin B WelchCRD 4437916 · Lombard, IL
  IA RegisteredBroker
• Samantha Michelle WellsCRD 4853056 · Tallahassee, FL
  IA RegisteredBroker
• Maureen Rita WhithamCRD 1596327 · Fort Washington, PA
  Broker
• Jonathan Billings WickerCRD 5158891 · Canonsburg, PA
  IA RegisteredBroker
• Curtis Josh WilcoxCRD 5397519 · Lombard, IL
  IA RegisteredBroker
• Jennifer A. WilliamsCRD 3199608 · Tallahassee, FL
  IA RegisteredBroker
• Jerry Wray WilliamsCRD 467890 · Arlington, TX
  IA RegisteredBroker
• Gordon Lyle WilsonCRD 2955657 · Woodland Hills, CA
  Broker
• Annirose Koci WomackCRD 5811496 · Verona, WI
  IA RegisteredBroker
• Denise Marie WoodringCRD 4155783 · Fort Myers, FL
  BrokerRegistration inactive
• Joe Bart WoodsCRD 4276616 · Moore, OK
  Broker
• Susan D WordingerCRD 3201230 · Fort Washington, PA
  Broker
• E Paul WurtzebachCRD 1309035 · Lombard, IL
  IA RegisteredBroker
• Nicholas Edward WylamCRD 6095627 · Carmel, IN
  IA RegisteredBroker
• Christopher John WyzgowskiCRD 4661084 · Lombard, IL
  IA RegisteredBroker
• Tanner James WaldronCRD 8030317 · Renton, WA
  Broker
• Richard WarnkeCRD 2876262 · Fort Washington, PA
  Broker
• Kyle Patrick WebsterCRD 6067848 · Fort Washington, PA
  IA RegisteredBroker
• Bradley Richard WellsCRD 6002637 · Carmel, IN
  IA RegisteredBroker
• Chelsea Megan WhiteCRD 7475329 · Tallahassee, FL
  IA RegisteredBroker
• Valerie Marie WidhsonCRD 6298336 · Fort Washington, PA
  IA RegisteredBroker
• Markus WilliamsCRD 6367357 · Amherst, NY
  IA RegisteredBroker
• Tatyana WilliamsCRD 7112654 · Fort Washington, PA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.