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 organized as a corporation and is classified in the data set as an insurance broker-dealer. The firm’s SEC registration dates back to 1967. Owner type is listed as a combination of domestic entity and individual. The profile data identifies the firm primarily as a distribution-oriented broker-dealer rather than an asset manager: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not designated as a related adviser. Those attributes indicate its activities center on brokerage and product distribution instead of running discretionary, fee-based investment mandates.
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 5
Katherine Bercot
Sr. Case CoordinatorCRD 7101034
John Weston
Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146
Chelsea Slattery
CoordinatorCRD 7112270
Contacts
3 of 1002
Daniel Wellock
Senior Vice PresidentCRD 3273487

Demonte Thompson
Account ExecutiveCRD 6557058

Llewellyn Cook
Financial PlannerCRD 2368811
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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