Unclaimed Profile

Marion Stark Halliday

LINCOLN FINANCIAL ADVISORS CORPORATION·FORT WAYNE, Indiana

SIE, Series 7, Series 14, Series 24, Series 66Clean record21 years registeredLINCOLN FINANCIAL ADVISORS CORPORATION

1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802CRD# 4598752Firm CRD# 3978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marion Stark Halliday · FORT WAYNE, IN

Registration

CRD #4598752 · LINCOLN FINANCIAL ADVISORS CORPORATION · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN FINANCIAL ADVISORS CORPORATION

OSAIC FA, INC.

Nov 2018 – Aug 2024

RADNOR, PA

JANNEY MONTGOMERY SCOTT LLC

Jan 2009 – Nov 2018

PHILADELPHIA, PA

J.J.B. HILLIARD, W.L. LYONS, LLC

Jan 2005 – Nov 2008

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Registration record

First registered · January 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSAIC FA, INC.

CRD 3978 · SEC 801-42530

AUM

$37.1B

Regulatory assets under management

Employees

1,607

103,063 client accounts

Services offered by OSAIC FA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OSAIC FA, INC. →

Introduction

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Frequently Asked Questions

What services does Marion Stark Halliday offer?

Marion Stark Halliday specializes in Financial Planning, Investment Management, Wealth Management.

What are Marion Stark Halliday's credentials?

Marion Stark Halliday is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marion Stark Halliday located?

Marion Stark Halliday is based in FORT WAYNE, Indiana, last registered with LINCOLN FINANCIAL ADVISORS CORPORATION.

How does Marion Stark Halliday charge for services?

Marion Stark Halliday's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN FINANCIAL ADVISORS CORPORATION?

LINCOLN FINANCIAL ADVISORS CORPORATION has approximately 1607 employees and manages $37.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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