RIA Intelligence

LINCOLN INVESTMENT FIDUCIARY SERVICES, INC.

CRD #149184 SEC #801-69860 WYNCOTE, PA 800-242-1421
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 8, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FORST, EDWARDIPRESIDENT/CEO/DIRECOTRNA Control
FORST, EDWARD, SAMUELIDIRECTOR/CHAIRMAN OF THE BOARDNA
FORST, EDWARD, SAMUELIDIRECTOR/CHAIRMAN OF THE BOARDNA
FORST, HARRY, SAMUELITREASURER/DIRECTORNA
FORST, ROSEMARIEIDIRECTORNA
FORST, THOMASIVICE-PRESIDENT/DIRECTORNA Control
FORST-PAULUS, MARIELLENIDIRECTORNA
KOERICK, DEIRDRE, BRODERICKIVICE PRESIDENT,CHIEF COMPLIANCE OFFICERNA Control
MENDELSON, PAUL, SIEXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICERNA Control
ONEILL, KAREN, AISECRETARY/DIRECTORNA
WERNICK, NEIL, DIVICE-PRESIDENT, CHIEF MARKETING OFFICERNA Control
LINCOLN INVESTMENT PLANNING, INC.DECORPORATIONE Control
FORST, EDWARDIPRESIDENT/CEO/DIRECOTRA Control
FORST, HARRY, SAMUELITREASURER/DIRECTORA Control
FORST, ROSEMARIEIDIRECTORA Control
FORST, THOMASIVICE-PRESIDENT/DIRECTORA Control
FORST-PAULUS, MARIELLENIDIRECTORA Control
KOERICK, DEIRDRE, BRODERICKIVICE PRESIDENT,CHIEF COMPLIANCE OFFICERA Control
MENDELSON, PAUL, SIEXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICERA Control
ONEILL, KAREN, AISECRETARY/DIRECTORA Control
WERNICK, NEIL, DIVICE-PRESIDENT, CHIEF MARKETING OFFICERA Control

Registrations

Federal

IA
Jul 8, 2009 REGISTERED

Address

218 GLENSIDE AVENUE
WYNCOTE, PA 19095
United States
Phone: 800-242-1421