Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
1,007
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Katherine Bercot

    Katherine Bercot

    Sr. Case CoordinatorCRD 7101034

  • John Weston

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146

  • Chelsea Slattery

    CoordinatorCRD 7112270

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Contacts

3 of 1002
  • Daniel Wellock

    Daniel Wellock

    Senior Vice PresidentCRD 3273487

  • Demonte Thompson

    Demonte Thompson

    Account ExecutiveCRD 6557058

  • Llewellyn Cook

    Llewellyn Cook

    Financial PlannerCRD 2368811

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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