Marshall James Tolins
Investment adviser representative at Lincoln Investment
14 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
14 years in the industry.
- Lincoln InvestmentDec 2024 to now
- Moss AdamsDec 2021 to Dec 2024
- Benetrends FinancialSep 2020 to Nov 2021
- GopuffMar 2020 to Sep 2020
- Marshall's Market, Inc.May 2017 to Mar 2020
- Institute of Management Accountants - North Penn ChapterJul 2016 to Aug 2017
- Raymond James & Associates, Inc.Sep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6117321
- Firm CRD
- 519