Unclaimed Profile

Thomas Forst

LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, Pennsylvania

LINCOLN INVESTMENT PLANNING, INC.

FORST PAVILION, WYNCOTE, PA 19095-1595CRD# 841057Firm CRD# 519

Profile Verification

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

Identity

Thomas Forst · WYNCOTE, PA

Registration

CRD #841057 · LINCOLN INVESTMENT PLANNING, INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Thomas Forst is a registered financial advisor based in WYNCOTE, Pennsylvania, affiliated with LINCOLN INVESTMENT PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Thomas

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

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT

AUM

$17.2B

Regulatory assets under management

Employees

1297

Total firm employees

View all advisors at LINCOLN INVESTMENT PLANNING, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 841057

Firm CRD# 519

View on FINRA BrokerCheck →

Looking for a financial advisor in WYNCOTE?

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

Browse WYNCOTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Forst offer?

Thomas Forst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYNCOTE, Pennsylvania for a consultation.

What are Thomas Forst's credentials?

Thomas Forst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Forst located?

Thomas Forst is based in WYNCOTE, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, INC.. Their office serves clients in the WYNCOTE metropolitan area and surrounding communities.

How does Thomas Forst charge for services?

Thomas 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, INC.?

LINCOLN INVESTMENT PLANNING, INC. 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 →