Lincoln Investment

Investment Advisor
in Tempe, AZ

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About this Advisor

Peter Crotty is a financial advisor working in Tempe, Arizona who has 9 years of industry experience. Crotty is an advisor for Lincoln Investment. The advisor has gained experience at Allstate Insurance Co and Lincoln Investment Planning. Crotty maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Ohio. Lincoln Investment is a registered investment firm that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 advisors. It has $15 billion in assets under management among its 200,217 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. Lincoln Investment provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types charged by Lincoln Investment most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5016 S. Ash Ave. Suite 103
Tempe, AZ 85282

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Lincoln Investment Brokerage Details

Total Assets Under Management


AZ Average: $15,833,994,310
Total Number of Employees


AZ Average: 41
Total Number of Accounts


AZ Average: 3,342
Average Account Size


AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Peter Crotty Work History

Peter has been registered as a financial advisor for 9 years.*

2014 - Present (9 years)

Lincoln Investment Planning

2012 - 2014 (2 years)

Allstate Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Peter Crotty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Eric Giosa
Farmington, MI
Bennie Hargrove
Marlton, NJ
Jordan Jackson
Iselin, NJ
Michael Croker
North Palm Beach, FL
Sage Bleakney
Tallahassee, FL
Bryan Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH
Bryan Faller
Blackwood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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