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LINCOLN INVESTMENT

FORT WASHINGTON, PA · CRD 519 · IAPD ↗ · 215-887-8111

$21.99BRegulatory AUM
874Advisory reps
1238Employees
595Clients
251-500Planning clients
0Private funds
50States
12Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — LINCOLN INVESTMENT notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — LINCOLN INVESTMENT shrank from 894 to 874 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
81
April 2025 — LINCOLN INVESTMENT grew from 883 to 894 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
May 2024 — LINCOLN INVESTMENT notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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