Joshua Halter
Investment Adviser Representative at Lincoln Investment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Halter is an investment adviser representative with Lincoln Investment in Cleveland, OH, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with LPL Enterprise, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities LLCJul 2024 – Nov 2024Independence, OH
- Chick-fil-ADec 2020 – Mar 2026Brunswick, OH
- Market DistrictOct 2019 – Jan 2021Strongsville, OH
- Hickory Ridge CinemaMay 2018 – Oct 2019Brunswick, OH
- Volunteers of AmericaMay 2017 – Aug 2017Brunswick, OH
- Cleveland State UniversityJan 2021 – May 2024Cleveland, OH
- Cuyahoga Community CollegeAug 2019 – Dec 2020Brunswick, OH
- Brunswick City SchoolsJan 2014 – May 2019Brunswick, OH
- LPL Enterprise, LLCNov 2024 – Mar 2025Independence, OH
- Lincoln InvestmentMar 2026 – no end date reportedFort Washington, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lincoln Investment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- First $500,0000.15%
- $500,000.01 - 1,000,0000.12%
- $1,000,000.01 - 2,000,0000.10%
- $2,000,000.01 - 5,000,0000.08%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 923
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-14059
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Lincoln Investment
Showing 12 of 923 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Halter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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