Lia L Cavallo
Investment adviser representative at Lincoln Investment
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Lincoln InvestmentJul 2021 to now
- Navy Federal Credit UnionMar 2020 to Jul 2021
- Navy Federal Brokerage Services, LLCJun 2016 to Mar 2020
- Navy Federal Financial Group, LLCJun 2016 to Mar 2020
- Navy Federal Credit UnionAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6660160
- Firm CRD
- 519