Lincoln Financial Distributors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
996
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 organized as a corporation that functions as an insurance broker-dealer. Publicly listed profile fields indicate the firm does not act as a capital allocator and is not engaged in active ESG investing. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm's profile does not supply details on client segments, fee schedules, specific business lines, or advisory activities. It is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Location & Offices

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 7
  • John Weston

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146

  • Kathleen Kavanaugh

    Kathleen Kavanaugh

    CMO, SVP Brand and Individual SolutionsCRD 1133410

  • Joseph Spada

    Vice President, Chief Compliance OfficerCRD 4482484

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Contacts

3 of 989
  • Douglas Howell

    Douglas Howell

    DirectorCRD 5647783

  • Justin Stauffer

    Registered RepresentativeCRD 4337288

  • Mahtab Khan

    Mahtab Khan

    AVPCRD 4458459

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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