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LINCOLN FINANCIAL INVESTMENTS CORPORATION

150 N. Radnor - Chester Rd
Radnor, Pennsylvania 19087
Tel: 484-583-2607

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About LINCOLN FINANCIAL INVESTMENTS CORPORATION

LINCOLN FINANCIAL INVESTMENTS CORPORATION, formally registered with the SEC as LINCOLN FINANCIAL INVESTMENTS CORPORATION. The firm was established in 02/01/1985. They have over 2 offices throughout the country.

LINCOLN FINANCIAL INVESTMENTS CORPORATION is a Radnor, Pennsylvania based Financial Planning firm with nearly $85,595,921,962 assets under management, offering retirement planning & investment advisory services to 129 clients. The firm is staffed with 124 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108881
SEC#801-23411
Assets Managed by Firm$85,595,921,962
No. of Clients129
No. of Advisors124

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total129$85,595,921,962

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