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Lincoln Financial Advisors Corporation

Lincoln Financial Advisors Corporation




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Last updated on Oct. 27, 2019
    • $22.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 74K
    • $301.3K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Timothy Michael Donovan
June 1998
Clara Hollin
March 1992
Jones Charles Dunham
June 1994
Vincent Toscano
June 1998
Dean Michael Leonakis
June 1998

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    California Fringe Benefit and Insurance Marketing Corporation -- --
    First Penn-Pacific Life Insurance Company -- --
    Jpsc Insurance Services, Inc. -- --
    Lfa, Limited Liability Company -- --
    Lfd Insurance Agency, Limited Liability Company -- --
    Liberty Life Assurance Company of Boston -- --
    Lincoln Financial Distributors, Inc. Broker-Dealer $0
    Lincoln Financial Group Trust Company, LLC -- --
    Lincoln Financial Securities Corporation -- --
    Lincoln Investment Advisors Corporation IAR $66,280,540,063
    Lincoln Investment Management Company -- --
    Lincoln Life & Annuity Company of New York -- --
    The Lincoln National Life Insurance Company -- --
    Westfield Assigned Benefits Company -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edward Nigel Walters Senior Vice President August, 2019 less than 5%
      Marion Stark Halliday Vice President December, 2018 less than 5%
      Jeffrey Jude Sheftic Vice President October, 2018 less than 5%
      Claude A. Campbell Assistant Vice President And Aml Officer June, 2018 less than 5%
      Namita Hirang Patel Vice President March, 2018 less than 5%
      Carl Raymond Pawsat Financial And Operations Principal December, 2017 less than 5%
      Carrie Lynn Chelko Senior Vice President September, 2017 less than 5%
      Robert Martin Sweeney Municipal Securities Principal February, 2017 less than 5%
      Brian Michael Dixon Registered Options Principal February, 2017 less than 5%
      Lucy Denise Gase Senior Vice President And Director June, 2013 less than 5%
      Patrick Joseph Caulfield Chief Compliance Officer May, 2013 less than 5%
      Wilford Herndon Fuller Director April, 2013 less than 5%
      John Robert Dimonda Senior Vice President January, 2013 less than 5%
      David S Berkowitz President And Director June, 2012 less than 5%
      David Edward Armstrong Vice President January, 2007 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions