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Diane Mulherrin Mccarthy

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
SIE, Series 27, Series 99TOClean recordLINCOLN INVESTMENT PLANNING, LLC
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 4923328Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diane Mulherrin Mccarthy · FORT WASHINGTON, PA
Registration
CRD #4923328 · LINCOLN INVESTMENT PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

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 →
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Frequently Asked Questions

What services does Diane Mulherrin Mccarthy offer?
Diane Mulherrin Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Diane Mulherrin Mccarthy's credentials?
Diane Mulherrin Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Mulherrin Mccarthy located?
Diane Mulherrin Mccarthy 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 Diane Mulherrin Mccarthy charge for services?
Diane Mulherrin Mccarthy'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

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Maureen Ann Mattson
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Debra Ann Patterson
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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