Lincoln Investment Planning LLC
Legal Name: LINCOLN INVESTMENT PLANNING, LLC
Full Contact Details
Lincoln Investment Planning LLC
601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA
215-887-8111
215-376-1057
Other Info
Founded in 1978, Lincoln Investment Planning LLC operates as a Pennsylvania Limited Liability Company with a staff of 1279, 885 of whom work as advisors to their 161 clients. The firm's SEC registration was last reported as Approved in 1978, indicating its ongoing compliance with legal regulations.
Lincoln Investment - Home
Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $46.0 billion in assets.
Direct Owners
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CHRISTOPHER THOMAS KELM
VP, OPERATIONS/PRINCIPAL OPERATIONS OFFICER owns less than 5%
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DEBRA ANN PATTERSON
SECRETARY owns less than 5%
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DEIRDRE BRODERICK KOERICK
SR VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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DENIS NEIL HOUSER
SR VICE-PRESIDENT, BUSINESS DEVELOPMENT FOR CAPITAL ANALYSTS owns less than 5%
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DIANE MULHERRIN MCCARTHY
SR VICE-PRESIDENT/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER owns less than 5%
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EDWARD JR FORST
ELECTED MANAGER/PRESIDENT/CEO owns less than 5%
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JOHN DENNIS SCHU
SR VICE-PRESIDENT, BRANCH DEVELOPMENT owns less than 5%
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KAREN DOUGHERTY BURA
ASSISTANT TREASURER owns less than 5%
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LINCOLN INVESTMENT CAPITAL HOLDINGS, LLC
MEMBER/OWNER owns 75% or more
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RAYMOND III SHIVERS
SR VICE-PRESIDENT, OPERATIONS AND TECHNOLOGY / CHIEF OPERATING OFFICER owns less than 5%
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STEVEN NEIL FLAX
SR VICE-PRESIDENT, HUMAN RESOURCES owns less than 5%
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VELLORE GURURAJA RAO
VP, TECHNOLOGY owns less than 5%
Indirect Owners
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LINCOLN INVESTMENT GROUP HOLDINGS, INC.
INDIRECT OWNER owns 75% or more