Lincoln Investment
47yrs
Top advisor by experience at Lincoln Investment
14yrs
Kyle Webster has worked in the financial industry for 14 years and is a financial advisor based in Fort Washington, Pennsylvania. Kyle has been with Lincoln Investment since 2020; before that, Kyle spent a year at Vanguard Advisers. Kyle holds the CFP® designation.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% 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
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowLincoln InvestmentCurrent firm
- 2020 – nowCapital AnalystsCurrent
- Aug 2018 – Sep 2019Vanguard Advisers, Inc.Previously
Contact Kyle
(215) 887-8111Lincoln Investment main office 601 Office Center Drive Suite 300Fort Washington, PA 19034Office · Get directions Facebook pageLincoln Investment
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Questions to ask Kyle
Tailored to Kyle’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 Kyle
How do I contact Kyle?
Call Lincoln Investment at (215) 887-8111 and ask for Kyle Webster. Kyle works from the Fort Washington, PA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2013, about 14 years. More experience than 51% of advisors in Fort Washington.
What licenses does Kyle hold?
Series 63. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kyle 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 Kyle 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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