AdvisorOS Directory
Claim Profile
Unclaimed Profile
VR

Vellore Gururaja Rao

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
SIE, Series 99, Series 99TOClean recordLINCOLN INVESTMENT PLANNING, LLC
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 6052318Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vellore Gururaja Rao · FORT WASHINGTON, PA
Registration
CRD #6052318 · LINCOLN INVESTMENT PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
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 →
Introduction

Speak with Vellore Gururaja

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

Not sure if Vellore Gururaja 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 AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

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

Other Advisors at LINCOLN INVESTMENT PLANNING, LLC

Thomas Forst
WYNCOTE, PA
Maureen Ann Mattson
FORT WASHINGTON, PA
Debra Ann Patterson
FORT WASHINGTON, PA
Diane Mulherrin Mccarthy
FORT WASHINGTON, PA
Anthony Charles Bueti
FORT WASHINGTON, PA
Christopher Thomas Kelm
FORT WASHINGTON, PA

More Advisors in FORT WASHINGTON, Pennsylvania

Shawn Benjamin Capper
WHARTONHILL INVESTMENT ADVISORS·FORT WASHINGTON, PA
Deirdre Broderick Koerick
CAPITAL ANALYSTS, LLC·FORT WASHINGTON, PA
Elliott Dennis Freiberg
RETIREMENT ADVISORY SERVICES CORP.·FORT WASHINGTON, PA
ChFC
Steven Mark Fuhrman
FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, PA
David Samuel Holin
FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, PA
Edward Samuel Jr Forst
LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, PA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile