LINCOLN ADVISORY GROUP, LLC
SEC file number 801-60805
· DALLAS, TX
https://lincolnfinancial.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.99B
Discretionary AUM
$2.99B
Employees
10
Clients
—
Firm
- Address
- 8111 DOUGLAS AVE
DALLAS, TX 75225 - Phone
- —
- Website
- https://lincolnfinancial.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
-
Advisory List, Inc. · D · Oct 14, 2026$260K