Mark Ayers

Financial advisor at Lincoln Investment

Last updated 2026-10-10

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Mark Ayers is a financial advisor at Lincoln Investment, CRD 5561879. Licenses and exams on the registration: Series 63. IAPD registration began 2019-08-06.

Registration

CRD number
5561879
Registration status
Active
IAPD registration
2019-08-06
Industry Experience
7 years
Work Experience
18 years
States registered
PA

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2008-07 to 2023-07 · The Vanguard Group, Inc. · Malvern, PA
  • 2023-12 to Present · Lincoln Investment · Fort Washington, PA
  • 2023-12 to Present · Capital Analysts · Fort Washington, PA
  • 2023-08 to 2023-11 · Unemployed · Dresher, PA

Current employment

SEC IAPD record for Mark Ayers

Lincoln Investment

Regulatory AUM
$21,994,851,422
Registered advisors
904
Offices
517
Clients per advisor
153.1 (High)
Average AUM per client
$159K (Low)
High-net-worth client ratio
3.3% (Low)

Lincoln Investment: advisors, services and reported ETF investments

About

Mark Ayers is a CFP® financial advisor at Lincoln Investment. Reported securities licenses include Series 63. The latest record indicates 7 years of industry experience and 18 years of reported work history.

Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Lincoln Investment on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Real Estate Broker or Dealer

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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