John David Campbell
Investment adviser representative at Lincoln Investment
18 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
18 years in the industry.
- Lincoln InvestmentMay 2026 to now
- Bay House Oyster Bar and RestaurantJun 2024 to now
- Corporate GlassDec 2025 to Mar 2026
- North West BankApr 2025 to Jun 2025
- Blu Crab House and Raw BarMay 2023 to Aug 2023
- Upick6 Tap HouseMar 2023 to Jun 2024
- Pier 6 Rooftop Bar and RestaurantAug 2022 to Dec 2022
- Mercyhurst UniversityAug 2021 to Dec 2024
- Upick6 Harbor HouseApr 2021 to Aug 2022
- Cathedral Preparatory SchoolAug 2017 to Jun 2021
- St. James SchoolAug 2008 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8260049
- Firm CRD
- 519