Erin Abigail Kennedy
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 InvestmentFeb 2026 to now
- AgiaDec 2022 to Feb 2026
- Valic Financial Advisors, Inc.Jan 2022 to Feb 2026
- Edward JonesFeb 2021 to Sep 2021
- Totality Coordinating ServicesJun 2020 to Nov 2020
- Llano Estacado WineryJun 2019 to Dec 2021
- Betterlubbock LeasingJul 2018 to Jul 2020
- White House Black MarketFeb 2018 to Jul 2018
- California TeesOct 2017 to Jan 2018
- The Funky DoorAug 2017 to Sep 2017
- Walk On's Sport BarJan 2017 to May 2020
- Full Time EducationAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7335556
- Firm CRD
- 519