LINCOLN FINANCIAL DISTRIBUTORS, INC.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
1,012
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 registered with the SEC since 1967 that operates as an insurance broker‑dealer. The firm’s ownership is recorded as domestic entity and individual interests. It appears to function primarily in distribution and brokerage activities rather than as an investment manager or allocator. Available disclosures indicate the firm does not act as a capital allocator, is not an active ESG investor, and does not present itself as a multi‑state or newly formed adviser. It is also not listed as a pension consultant or a related adviser in the provided data.

Assets & Accounts

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 6
  • Bradley Skarie

    Deputy Chief Compliance OfficerCRD 2844865

  • Katherine Bercot

    Sr. Case CoordinatorCRD 7101034

  • John Weston

    Chief Compliance OfficerCRD 1244146

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Contacts

3 of 1006
  • DANIEL WELLOCK

    Senior Vice PresidentCRD 3273487

  • DEMONTE THOMPSON

    Account ExecutiveCRD 6557058

  • LLEWELLYN COOK

    Financial PlannerCRD 2368811

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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