Lincoln Investment

CRD 519 · Fort Washington, PA · $22.0B AUM

RIA

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 12 of 12

Kathleen WilsonCRD 4602385 · Fort Washington, PA

Broker
Connor Joele WomackCRD 6812091 · Marlton, NJ

IA RegisteredBroker
Alan Edward YanowitzCRD 2122061 · Cleveland, OH

IA RegisteredBroker

Disclosure event(s) on record
John Anthony YozellCRD 1248408 · Braintree, MA

Broker
Edward Joseph ZalarCRD 5803678 · North Royalton, OH

IA RegisteredBroker
Amerigo ZamarroCRD 2700380 · Worcester, MA

Broker
Jaime ZinkusCRD 4645436 · Marlton, NJ

IA RegisteredBroker
Alisa Marie ZirbelCRD 4962893 · Rochester, NY

Broker
Lynda Evelyn ZwackCRD 2078531 · Walnut Creek, CA

IA RegisteredBroker

Disclosure event(s) on record
Jacklyn M ZymrozCRD 6404700 · Fort Washington, PA

Broker

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.

SEC IAPD record for firm CRD 519 ↗ FINRA BrokerCheck record for firm CRD 519 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.