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Kathleen Marie Barrett

Lincoln Investment

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About Kathleen Marie Barrett

Kathleen Barrett is a financial advisor at Lincoln Investment. She has been working in the industry since March 2021. Kathleen is registered to provide investment advice in New Jersey and Pennsylvania. Kathleen has a Series 7TO, Series 63 and Series 66 license.

Firm Information

Kathleen Barrett is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kathleen Barrett’s Registration & Firm History

NJ

01/02/2025 - Present

Lincoln Investment (MARLTON NJ)

WA

10/20/2020 - 12/16/2020

EQUITABLE ADVISORS, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 02/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Marie Barrett.
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