David
Kirk

Lincoln Investment

CRD#6013253
Investment Advisor
in Fort Washington, PA

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About this Advisor

David Kirk is a financial advisor who works in Fort Washington, Pennsylvania, who has 4 years of industry experience. Kirk is an employee of Lincoln Investment. Their career trajectory has included roles at Pruco Securities LLC, The Prudential Insurance Company Of America, Keller Williams, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC and Lincoln Investment. Kirk has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Lincoln Investment is a registered investment firm based out of Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 advisors. It administers $15 billion in total assets between its 200,217 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. Lincoln Investment provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on the type of services. Fee types charged by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

601 Office Center Drive Suite 300
Fort Washington, PA 19034

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

PA Average: 41
Total Number of Accounts

200,217

PA Average: 3,342
Average Account Size

$76,696

PA 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

David Kirk Work History

David has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lincoln Investment

2015 - 2019 (4 years)

Massachusetts Mutual Life Insurance Co

2015 - 2019 (4 years)

Mml Investors Services, LLC

2011 - 2015 (4 years)

Pruco Securities LLC

2011 - 2015 (4 years)

The Prudential Insurance Company Of America

2010 - 2015 (5 years)

Keller Williams

*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.

Disclosures

Please visit the SEC profile of David Kirk 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

Donald Jereb
Independence, OH
Michael Croker
North Palm Beach, FL
Clayton Thompson
Jacksonville, FL
Jose Madrigal
Lombard, IL
Lisagrace Alsbury
Renton, WA
Terri Trotta
Fairport, NY
Gabriel Macias
Stevensville, MI
Troy Prenger
Maria Stein, OH

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 profile-compliance@smartasset.com.

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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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