David Mark Defazio
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 InvestmentJan 2025 to now
- Tractor Supply CompanyMar 2021 to now
- Konkol ConstructionMay 2021 to Sep 2021
- Peek'n PeakOct 2018 to Mar 2020
- Full Time Student At Seneca High SchoolAug 2017 to Jun 2021
- Beachwood InnAug 2017 to Nov 2017
- Full Time Student At Wattsburg Area Middle SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7742246
- Firm CRD
- 519