Patrick James Toner
Investment adviser representative at Lincoln Investment
11 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
11 years in the industry.
- Lincoln InvestmentAug 2026 to now
- The Vanguard Group, Inc.Jan 2021 to Aug 2026
- UnemployedMay 2020 to Jan 2021
- Enterprise Rent-a-carMay 2019 to Apr 2020
- Philly Pretzel FactoryJan 2016 to May 2019
- Rowan UniversitySep 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7332641
- Firm CRD
- 519