Lincoln Investment
47yrs
Top advisor by experience at Lincoln Investment
13yrs
Ami Friedman
Financial advisor at Lincoln Investment
Ami Friedman is a fiduciary financial advisor in Fort Washington, Pennsylvania, with 13 years in the industry. After four years at Legend Advisory, Ami joined Lincoln Investment in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 231 advisors with offices in Fort Washington, and one of 213 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowLincoln InvestmentCurrent firm
- 2015 – 2019Legend Advisory, LLCPreviously
Contact Ami
(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 Ami
Tailored to Ami’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 Ami
How do I contact Ami?
Call Lincoln Investment at (215) 887-8111 and ask for Ami Friedman. Ami works from the Fort Washington, PA office.
How long has Ami been a financial advisor?
Ami has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Ami hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ami a fiduciary?
Ami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ami 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 Ami 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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