Trevor Musum
Investment adviser representative at Lincoln Investment
13 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
13 years in the industry.
- Lincoln InvestmentMay 2023 to now
- S.A.F.E. Benefits Consulting GroupMay 2022 to Aug 2022
- Adelphia Wine MarketJul 2020 to Aug 2021
- Florida State UniversityAug 2019 to May 2023
- Mennen Sports ArenaNov 2016 to Aug 2019
- UnemployedMay 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7559896
- Firm CRD
- 519