Kathryn
Diduch

Lincoln Investment

CRD#1553570
Investment Advisor
in Fort Washington, PA

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About this Advisor

Kathryn Diduch is a financial advisor operating in Fort Washington, Pennsylvania with 21 years of industry experience. Diduch is an advisor for Lincoln Investment. Throughout their career, they have worked at Hinton & Associates and Lincoln Investment Planning, Inc. Diduch maintains a Series 63 license, certifying them as a securities representative, and is able to operate in Texas. Lincoln Investment is a company based out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 employees. It handles $15 billion in assets under management between its 200,217 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 36 charities and foundations. Of its 200,217 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Lincoln Investment provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. Fee types billed by Lincoln Investment most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

21 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

Kathryn Diduch Work History

Kathryn has been registered as a financial advisor for 21 years.*

1993 - Present (31 years)

Lincoln Investment Planning, Inc

1988 - Present (36 years)

Hinton & Associates

*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 Kathryn Diduch 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

Scott Accamando
Sewickley, PA
Denise Lacause
Waltham, MA
Eric Dicken
Greenville, NC
Lisagrace Alsbury
Renton, WA
John Laurito
Fort Washington, PA
Troy Prenger
Maria Stein, OH
Bryan Alsbury
Renton, WA

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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