Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
1,006
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 a corporation that operates as an insurance broker‑dealer. The firm has been registered with the SEC since 1967 and is organized as a domestic entity with individual ownership elements. Its regulatory and operating profile aligns with distribution and broker‑dealer activities rather than functioning as an asset manager. The firm is not a capital allocator and is not identified as an active ESG investor. It is not registered as a multi‑state adviser, is not newly formed, and does not present itself as a pension consultant or as a related adviser to another regulated investment adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • John Weston

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146

  • Joseph Spada

    Vice President, Chief Compliance OfficerCRD 4482484

  • Kathleen Lafferty

    Sr. Case CoordinatorCRD 5533572

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Contacts

3 of 1001
  • Douglas Howell

    Douglas Howell

    DirectorCRD 5647783

  • Justin Stauffer

    Registered RepresentativeCRD 4337288

  • Mahtab Khan

    Mahtab Khan

    AVPCRD 4458459

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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