Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
1,005
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 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

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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

    Katherine Bercot

    Sr. Case CoordinatorCRD 7101034

  • John Weston

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146

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Contacts

3 of 999
  • 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

FINTRX

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