Unclaimed Profile

Ronald Alan Holinsky

LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, Pennsylvania

SIE, Series 7, Series 24, Series 66Clean record16 years registeredLINCOLN FINANCIAL INVESTMENTS CORPORATION

150 N. RADNOR - CHESTER RD, RADNOR, PA 19087CRD# 4867461Firm CRD# 108881

Profile Verification

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

Identity

Ronald Alan Holinsky · RADNOR, PA

Registration

CRD #4867461 · LINCOLN FINANCIAL INVESTMENTS CORPORATION · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN FINANCIAL INVESTMENTS CORPORATION

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 2013 – May 2024

RADNOR, PA

LINCOLN FINANCIAL SECURITIES CORPORATION

Dec 2013 – May 2024

RADNOR, PA

JANNEY MONTGOMERY SCOTT LLC

Sep 2010 – Oct 2013

PHILADELPHIA, PA

LEGG MASON INVESTMENT COUNSEL, LLC

Apr 2010 – Aug 2010

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 27, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINCOLN FINANCIAL INVESTMENTS CORPORATION

CRD 108881 · SEC 801-23411

AUM

$85.6B

Regulatory assets under management

Employees

124

129 client accounts

Services offered by LINCOLN FINANCIAL INVESTMENTS CORPORATION

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at LINCOLN FINANCIAL INVESTMENTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Ronald Alan Holinsky offer?

Ronald Alan Holinsky specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are Ronald Alan Holinsky's credentials?

Ronald Alan Holinsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Alan Holinsky located?

Ronald Alan Holinsky is based in RADNOR, Pennsylvania, last registered with LINCOLN FINANCIAL INVESTMENTS CORPORATION.

How does Ronald Alan Holinsky charge for services?

Ronald Alan Holinsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN FINANCIAL INVESTMENTS CORPORATION?

LINCOLN FINANCIAL INVESTMENTS CORPORATION has approximately 124 employees and manages $85.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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