Paul Henry Partridge Jr
Investment Adviser Representative at Lincoln Investment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paul Henry Partridge Jr. is an investment adviser representative in Uniontown, PA, currently registered with Capital Analysts and Lincoln Investment. They have worked in the securities industry since 2016 and have been registered with 4 firms, including KEY Investment Services LLC and PNC Investments. 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 Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
4 states and territories
Arizona, Florida, Georgia, Pennsylvania
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.
- PNC Bank, NAAug 2016 – Apr 2017Morgantown, WV
- PNC Investments, LLCAug 2016 – Apr 2017Pittsburgh, PA
- PNC Investments, LLCApr 2017 – Mar 2018Pittsburgh, PA
- PNC Bank, NAApr 2017 – Mar 2018Uniontown, PA
- Key Investment Services, LLCApr 2018 – Feb 2019Pepper Pike, OH
- KeybankApr 2018 – no end date reportedUniontown, PA
- KEY Investment Services LLCFeb 2019 – no end date reportedCleveland, OH
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. Paul Henry Partridge Jr 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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