Joshua Oradat
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 InvestmentMay 2023 to now
- Budget MaintenanceFeb 2022 to May 2023
- Soccer ShotsAug 2021 to Nov 2021
- Dana Yohn ConcreteApr 2021 to Aug 2021
- FedexApr 2020 to Apr 2021
- DominosDec 2019 to Aug 2021
- GenesisNov 2019 to Apr 2020
- Bankers LifeSep 2019 to Oct 2019
- Wm SolutionsMay 2019 to Nov 2019
- Marine CorpsAug 2018 to May 2019
- Wm SolutionsApr 2018 to Aug 2018
- Lombardis PizzaJul 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7742268
- Firm CRD
- 519