Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967

Total AUM

—

Advisory reps

1,007

Avg account

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 145
Registered since: September 30, 1967
Website: www.lfg.com

Firm profile

FINTRX

Overview

Lincoln Financial Distributors, Inc. is organized as a corporation and has been SEC-registered since 1967. The firm is classified as an insurance broker-dealer and is listed as a domestic entity with individual ownership components. FINTRX data indicates the firm does not act as a capital allocator or a multi-state registered investment adviser and is not flagged as an active ESG investor, a pension consultant, or a related adviser. The dataset does not supply details on fee schedules, specific client segments, or advisory activities. Taken together, the public profile is consistent with an entity focused on distribution and brokerage services rather than acting as a discretionary asset manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

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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 5

Katherine Bercot
Sr. Case CoordinatorCRD 7101034
John Weston
Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146
Chelsea Slattery
CoordinatorCRD 7112270