Lincoln Investment
47yrs
Top advisor by experience at Lincoln Investment
22yrs
Peter Ream
Financial advisor at Lincoln Investment
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Fort Washington
Office601 Office Center Drive Suite 300, Fort Washington, PA 19034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowCapital AnalystsCurrent
- 2020 – nowLincoln InvestmentCurrent firm
- 2017 – 2020Hsbc Securities (usa) Inc.Previously
- 2013 – 2017PNC Wealth Management LLCPreviously
- Mar 2013 – Nov 2013Securian Financial Services, Inc.Previously
- Sep 2004 – Jan 2006Morgan Stanley DW Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Lincoln Investment at 215-887-8111 and ask for Peter Ream. Peter works from the Fort Washington, PA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Fort Washington.
What licenses does Peter hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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