Skip to content

Lauren Cecchini

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

Are you Lauren Cecchini? Claim your profile

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

12 years in the industry.

  1. Lincoln InvestmentSep 2026 to now
  2. Fidelity InvestmentsJan 2025 to Aug 2026
  3. Unique Car GuySep 2023 to Dec 2024
  4. Gardner Village -- Layers BeddingSep 2022 to Jan 2023
  5. Automotive Addiction LLCOct 2020 to Sep 2021
  6. Lauren Cecchini dba Salty DetailingApr 2020 to Aug 2023
  7. Southern Utah UniversityAug 2019 to Apr 2020
  8. NordstromMay 2019 to Aug 2019
  9. Crumbl CookiesFeb 2019 to May 2019
  10. Southern Utah UniversityAug 2018 to Feb 2019
  11. NordstromJun 2018 to Aug 2018
  12. Bling It On Dress RentalsFeb 2017 to May 2018
  13. James CecchiniJan 2014 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
6385003
Firm CRD
519
Advisor's SEC record (opens in a new tab)
CallContact this firm