Amanda Wallace
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.
- Lincoln InvestmentMay 2022 to now
- Viper Magazine UkJul 2020 to now
- Penn Mutual Life Insurance CoAug 2021 to Apr 2022
- Kestra Financial Inc.Jan 2019 to Aug 2021
- Triad AdvisorsOct 2018 to Jan 2019
- Brightsparks Temp AgencyOct 2017 to Oct 2018
- Flair Staffing Temp AgencyOct 2017 to Oct 2018
- Metro Hospitality Temp AgencyOct 2017 to Oct 2018
- The Hospitality Company Temp AgencyOct 2017 to Oct 2018
- Middlesex UniversitySep 2017 to Jul 2019
- Triad Advisors, Inc.Feb 2017 to Sep 2017
- Prudential Annuities Distributors, Inc.Jun 2016 to Jan 2017
- The Prudential Insurance Company of AmericaJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
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
- 6673304
- Firm CRD
- 519