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Debra Ann Patterson

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
SIE, Series 7, Series 63, Series 99TOLINCOLN INVESTMENT PLANNING, LLC
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 1066197Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debra Ann Patterson · FORT WASHINGTON, PA
Registration
CRD #1066197 · LINCOLN INVESTMENT PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
LINCOLN INVESTMENT PLANNING, LLC
CRD 519 · SEC 801-14059
AUM
$17.2B
Regulatory assets under management
Employees
1,297
203,427 client accounts
Services offered by LINCOLN INVESTMENT PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINCOLN INVESTMENT PLANNING, LLC →
Introduction

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04

Frequently Asked Questions

What services does Debra Ann Patterson offer?
Debra Ann Patterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Debra Ann Patterson's credentials?
Debra Ann Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Ann Patterson located?
Debra Ann Patterson is based in FORT WASHINGTON, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, LLC. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Debra Ann Patterson charge for services?
Debra Ann Patterson'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 INVESTMENT PLANNING, LLC?
LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINCOLN INVESTMENT PLANNING, LLC

Thomas Forst
WYNCOTE, PA
Maureen Ann Mattson
FORT WASHINGTON, PA
Diane Mulherrin Mccarthy
FORT WASHINGTON, PA
Anthony Charles Bueti
FORT WASHINGTON, PA
Christopher Thomas Kelm
FORT WASHINGTON, PA
Edward Samuel Jr Forst
FORT WASHINGTON, PA
CFP

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