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Kathleen Wilson

Lincoln Investment

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About Kathleen Wilson

Kathleen Wilson is a financial advisor registered in Pennsylvania. Kathleen has been in the financial services industry since 2003 and is affiliated with Lincoln Investment. She offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kathleen has been actively involved in the financial services industry, holding Series 6, Series 26, and SIE licenses.

Firm Information

Kathleen Wilson 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 Wilson’s Registration & Firm History

PA

09/23/2021 - Present

Lincoln Investment (Fort Washington PA)

CT

03/28/2019 - 05/04/2021

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Shelton CT)

NJ

03/28/2019 - 04/10/2020

PRUCO SECURITIES, LLC. (NEWARK NJ)

PA

03/11/2005 - 02/20/2019

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CT

01/02/2003 - 02/01/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 02/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Wilson.
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