Wells Fargo Advisors
47yrs
Top 1% by experience in New Jersey
21yrs
Based in Marlton, New Jersey, Scott Boyd is a fiduciary financial advisor with 21 years of industry experience. Scott joined Lincoln Investment in 2026, after 12 years at Valic Financial Advisors and a year at Ameriprise Financial Services. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 392 advisors with offices in Marlton, and one of 353 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors nationwide
OfficeSuite 10201 10000 Sagemore Drive, Marlton, NJ 08053
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
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.
Career
- Aug 2026 – nowLincoln InvestmentCurrent firm
- 2014 – 2026Valic Financial Advisors, Inc.Previously
- Aug 2013 – Aug 2014Ameriprise Financial Services, LLCPreviously
- Jan 2013 – Apr 2013PNC Wealth Management LLCPreviously
- 2009 – 2012Harrisdirect LLCPreviously
Contact Scott
Suite 10201 10000 Sagemore DriveMarlton, NJ 08053Office · Get directions Firm main line(215) 887-8111Headquarters: Lincoln Investment · Fort Washington, PA Facebook pageLincoln Investment
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Questions to ask Scott
Tailored to Scott’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
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About Scott
How do I contact Scott?
Call Lincoln Investment at (215) 887-8111 and ask for Scott Boyd. Scott works from the Marlton, NJ office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott 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 Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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