AdFi
MA

Mark Ayers

Investment Adviser Representative at Lincoln Investment

Fort Washington, PACRD #5561879Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Ayers is an investment adviser representative in Fort Washington, PA, currently registered with Capital Analysts and Lincoln Investment. They have worked in the securities industry since 2008 and were previously registered with Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.

Office

601 Office Center Drive, Suite 300
Fort Washington, PA 19034

Advisors at this office: 51

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
40 states and territories

Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/4/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/14/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/24/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Lincoln InvestmentCurrent
12/4/2023 – Fort Washington, PA
Capital AnalystsCurrent
12/4/2023 – Fort Washington, PA
Vanguard Advisers, Inc.
8/6/2019 – 8/15/2023Malvern, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Vanguard Group, Inc.
    Jul 2008 – Jul 2023Malvern, PA
  2. Lincoln Investment
    Dec 2023 – no end date reportedFort Washington, PA
  3. Capital Analysts
    Dec 2023 – no end date reportedFort Washington, PA
  4. Unemployed
    Aug 2023 – Nov 2023Dresher, PA

Official records & sources

Data as of June 26, 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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

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 profile

Other advisors at Lincoln Investment

Showing 12 of 923 in the directory

View Lincoln Investment firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Ayers 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Mark Ayers (Lincoln Investment) - Fees & Credentials