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LINCOLN INVESTMENT ADVISERS LLC

DALLAS, TX · CRD 328463 · IAPD ↗ · lpc.com · 214-740-3300

$0Regulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — LINCOLN INVESTMENT ADVISERS LLC (DALLAS, TX) left the SEC roster (was $0 RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — LINCOLN INVESTMENT ADVISERS LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.