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 corporation registered with the SEC since 1967 and is classified as an insurance broker-dealer. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Publicly reported attributes indicate it is not a capital allocator and it does not identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The classification and the limited advisory-related indicators point to a principal role in distribution of insurance and related products rather than functioning as a discretionary investment manager. There are no firm-provided details about advisory services, fee structures, or specific business activities in the source data.
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 6Bradley Skarie
Deputy Chief Compliance OfficerCRD 2844865

Katherine Bercot
Sr. Case CoordinatorCRD 7101034
John Weston
Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146
Contacts
3 of 999
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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