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 8 of 12

• Lisa Joy NewshamCRD 3210399 · Horsham, PA
  IA RegisteredBroker
• Gary Nicholas NiemczakCRD 1332688 · Farmington Hills, MI
  IA RegisteredBroker
• Matthew William NorwoodCRD 6279949 · Radnor, PA
  IA RegisteredBroker
• Dennis E NelsonCRD 345979 · Peabody, MA
  IA RegisteredBroker
• Kyle D NelsonCRD 6567206 · Tyler, TX
  IA RegisteredBroker
• Paul Anthony NiemiecCRD 7317887 · Lombard, IL
  IA RegisteredBroker
• Maureen O'connorCRD 5127378 · Fort Washington, PA
  Broker
• Patrick Michael O'keefeCRD 4267857 · Lincroft, NJ
  IA RegisteredBroker
• Brian Samuel O'neillCRD 3093465 · Horsham, PA
  Broker
• Susan Mary OberliesCRD 3009149 · Fort Washington, PA
  Broker
• Kelly S OchotnyCRD 4162766 · Lansdale, PA
  IA RegisteredBroker
• Randy Ray OehrleinCRD 4573759 · Austin, TX
  IA RegisteredBroker
• Pablo J OlivaCRD 6164105 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Karen A OneillCRD 1756874 · Fort Washington, PA
  Broker
• Robert Charles OuimetCRD 4651091 · Lutz, FL
  IA RegisteredBroker
• Bonnie OvnicekCRD 1068021 · Fort Washington, PA
  IA RegisteredBroker
• Joshua OradatCRD 7742268 · Horsham, PA
  IA RegisteredBroker
• Paula L OrthCRD 6586692 · Cobleskill, NY
  Broker
• Aaron OverstreetCRD 8143440 · Carlsbad, NM
  Broker
• Frank James PalmasaniCRD 1630137 · Joliet, IL
  IA RegisteredBroker
• Scott William PalmerCRD 2550273 · Colorado Springs, CO
  IA RegisteredBroker
• George S PantazisCRD 3160976 · Lombard, IL
  IA RegisteredBroker
• Jonathan Hunter PeckCRD 2986393 · Cranford, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Carol Florence PeckmanCRD 2515881 · Horsham, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Ylaya PensylCRD 7075174 · Pittsburgh, PA
  IA RegisteredBroker
• Jeffrey Mark PerasCRD 1360750 · Salem, MA
  IA RegisteredBroker
• Ronald Eugene PerezCRD 4355551 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Abbie Mae PetersonCRD 5725647 · West Union, IA
  Broker
• Robert M. PetrieCRD 4056010 · Braintree, MA
  Broker
• Noel Douglas PhillipsCRD 2417943 · Carmel, IN
  Broker
• Stephanie Marie PieniazekCRD 5049711 · Fort Washington, PA
  Broker
• Jeff R PiersonCRD 4922871 · Joliet, IL
  IA RegisteredBroker
• Sara Jane PinderCRD 4681877 · Cobleskill, NY
  Broker
• Brian Gerald PitellCRD 3249582 · Zelienople, PA
  IA RegisteredBroker
• Steven James PodgorskiCRD 2030527 · Lombard, IL
  IA RegisteredBroker
• Chase Phillip PollyCRD 6111259 · Chambersburg, PA
  IA RegisteredBroker
• Thomas John PopeCRD 4723970 · Lakewood, NY
  IA RegisteredBroker
• Daniel Cameron PottsCRD 6512314 · Albemarle, NC
  IA RegisteredBroker
• Frank Anthony PreziusoCRD 3188203 · Independence, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• John Erik PriscoCRD 3044307 · Bethlehem, PA
  Broker
• Robert Franklin ProvanceCRD 3116949 · Independence, OH
  IA RegisteredBroker
• Nicholas M PagliaiCRD 6714923 · Joliet, IL
  IA RegisteredBroker
• Ryan PappCRD 6615603 · Wexford, PA
  IA RegisteredBroker
• Paul Henry PartridgeCRD 6692163 · Uniontown, PA
  IA RegisteredBroker
• Jacob Reed PavlasekCRD 7968616 · Frisco, TX
  IA RegisteredBroker
• Daniel J PerettiCRD 6850075 · Vineland, NJ
  IA RegisteredBroker
• Peter Edward PeriniCRD 7664794 · Rockville, MD
  IA RegisteredBroker
• Ava Alora PineCRD 7577542 · Marlton, NJ
  Broker
• Tammy L PottsCRD 5001451 · Hainesport, NJ
  Broker
• Alan PuklinCRD 2795116 · Moosic, 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.