Full text of LINCOLN INVESTMENT PLANNING, LLC's X-17A-5 filed 2021-02-26 (period 2020-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **LINCOLN INVESTMENT PLANNING, LLC AND SUBSIDIARIES** **Consolidated Statement of Financial Condition December 31, 2020 With Report of Independent Registered Public Accounting Firm** {1}------------------------------------------------ | | OMB APPROVAL | |-------------|---------------------------| | OMB Number: | 3235-0123 | | Expires: | October 31, 2023 | | | Estimated average burden | | | hours per response 12.00 | | report for the period beginning 01/01/2020 | | AND ENDING | 12/31/2020 | | |-------------------------------------------------------------------------------------------|---------------------------------------------------------|------------|--------------------------------|--| | | MM/DD/Y Y | | MM/DD/YY | | | | A. REGISTRANT IDENTICATION | | | | | | NAME OF BROKER-DEALER: Lincoln Investment Planning, LLC | | OFFICIAL USE ONLY | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | | | FIRMI.D. NO. | | | 601 Office Center Drive Suite 300 | | | | | | | (No. and Street) | | | | | Fort Washington | PA | | 19034 | | | (City) | (State) | | (Zip Code) | | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT<br>Diane McCarthy | | | (215) 881-4656 | | | | | | (Area Code - Telephone Number) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose opinion is contained in this Report* | | | | | | Mitchell & Titus, LLP | | | | | | | (Name - if individual, state last, first, middle name) | | | | | 1818 Market Street | Philadelphia | PA | 19103 | | | (Address) | (City) | (State) | (Zip Code) | | | CHECK ONE: | | | | | | Certified Public Accountant | | | | | | | | | | | | Public Accountant | | | | | | Accountant not resident in United States or any of its possessions. | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | | | | | | | | | | | {2}------------------------------------------------ | 1. Diane McCarthy | sweat the same and commended to many and swear (or affirm) that, to the best of | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------…Read the full text as markdown