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Christina Kay Robb

Investment adviser representative at Lincoln Investment
10 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Lincoln InvestmentMay 2026 to now
  2. PNC Wealth ManagementSep 2023 to May 2026
  3. UpsNov 2021 to Dec 2021
  4. Cetera AdvisorsFeb 2019 to Sep 2023
  5. Lovett & AssociatesSep 2017 to Sep 2023
  6. UltaSep 2016 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (TX).

Lincoln Investment

Legal name: Lincoln Investment Planning, LLC

$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4541806
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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