Unclaimed Profile

Edward Samuel Jr Forst

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 63, Series 65, Series 99TOCFPClean record15 years registeredLINCOLN INVESTMENT PLANNING, LLC

601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 708024Firm CRD# 519

Profile Verification

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

Identity

Edward Samuel Jr Forst · FORT WASHINGTON, PA

Registration

CRD #708024 · LINCOLN INVESTMENT PLANNING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CAPITAL ANALYSTS

Mar 2014 – present

LINCOLN INVESTMENT

Apr 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · April 4, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

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

Speak with Edward Samuel Jr

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward Samuel Jr is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WASHINGTON?

Browse all registered financial advisors in FORT WASHINGTON, Pennsylvania or claim this profile if it's yours.

Browse FORT WASHINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Edward Samuel Jr Forst offer?

Edward Samuel Jr Forst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Edward Samuel Jr Forst's credentials?

Edward Samuel Jr Forst holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Samuel Jr Forst located?

Edward Samuel Jr Forst 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 Edward Samuel Jr Forst charge for services?

Edward Samuel Jr Forst'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →