Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
1,011
Avg account
$0

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
145
Registered since
September 30, 1967

Firm profile

FINTRX

Overview

Lincoln Financial Distributors, Inc. is registered as a corporation and categorized in the dataset as an insurance broker‑dealer. The firm has been SEC‑registered since 1967. FINTRX flags it as not acting as a capital allocator and not engaging as an active ESG investor; it is also not listed as a multi‑state adviser, pension consultant, or related adviser. Owner type is recorded as Domestic Entity | Individual. The record contains no detailed description of advisory services, fee schedules, or client segments, so the public profile focuses on its broker‑dealer classification and regulatory vintage rather than investment management activity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • John Weston

    Chief Compliance OfficerCRD 1244146

  • Chelsea Slattery

    Chelsea Slattery

    CoordinatorCRD 7112270

  • Joseph Spada

    Vice President, Chief Compliance OfficerCRD 4482484

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Contacts

3 of 1004
  • Daniel Wellock

    Daniel Wellock

    Senior Vice PresidentCRD 3273487

  • Demonte Thompson

    Demonte Thompson

    Account ExecutiveCRD 6557058

  • Llewellyn Cook

    Llewellyn Cook

    Financial PlannerCRD 2368811

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
130 N Radnor Chester Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth