Lincoln Financial Distributors, Inc.
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 145
- Registered since
- September 30, 1967
- Website
- www.lfg.com
Firm profile
FINTRXOverview
Lincoln Financial Distributors, Inc. is a corporate insurance broker-dealer that has been SEC-registered since 1967. The firm is listed as a domestic entity/individual owner type and is classified in FINTRX as an insurance broker-dealer rather than an asset manager. FINTRX notes the firm is not a capital allocator and is not identified as an active ESG investor. It is also not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide detailed breakdowns of the firm’s business or advisory activities, client segments, or fee schedule in the data set reviewed. The available attributes point to a distribution-focused role consistent with a broker-dealer operating alongside insurance product flows rather than primary discretionary management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5John Weston
Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146
Joseph Spada
Vice President, Chief Compliance OfficerCRD 4482484
Kathleen Lafferty
Sr. Case CoordinatorCRD 5533572
Contacts
3 of 999
Douglas Howell
DirectorCRD 5647783
Justin Stauffer
Registered RepresentativeCRD 4337288

Mahtab Khan
AVPCRD 4458459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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