Lincoln Financial Distributors, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
—
Advisory reps
1,004
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 corporate insurance broker-dealer that has been SEC-registered since 1967. The firm is listed as a domestic entity/individual owner type and is classified in FINTRX as an insurance broker-dealer rather than an asset manager. FINTRX notes the firm is not a capital allocator and is not identified as an active ESG investor. It is also not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide detailed breakdowns of the firm’s business or advisory activities, client segments, or fee schedule in the data set reviewed. The available attributes point to a distribution-focused role consistent with a broker-dealer operating alongside insurance product flows rather than primary discretionary management.

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 5
  • John Weston

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 1244146

  • Joseph Spada

    Vice President, Chief Compliance OfficerCRD 4482484

  • Kathleen Lafferty

    Sr. Case CoordinatorCRD 5533572

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Contacts

3 of 999
  • 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