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MK

Mahtab R. Khan

LINCOLN FINANCIAL DISTRIBUTORS
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 4458459
MK

Professional summary

Mahtab R Khan, who also goes by Matt Khan, Mahtab R Khan, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.

Mahtab is registered as a RR (Registered Representative) and started their career in finance in 2001. Mahtab has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Khan | Mahtab R Khan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 7/2017 Start - Landlord Rental Property at 1510 9th Street #114, Tuscaloosa, AL - 1 hr/month, none during trading, not investment related 2) 8/2013 START LANDLORD RENTAL PROPERTY AT 1040 WESTHAVEN BLVD FRANKLIN, TN 37064 1 HR/MO NONE DURING TRADING. NOT INVESTMENT RELATED. 3) 05/2014 START. LANDLORD RENTAL PROPERTY AT 6151 RURAL SPRINGS CIRCLE, #106, FRANKLIN TN 37067. 1 HR/MO NONE DURING TRADING. NOT INVESTMENT RELATED. 4. 08/2016 start. Landlord Rental Property. 1143 Parkview Vista Way, Sevierville, TN 37876. 1 hr/mth. None during sed trading hrs. Not investment related. FEEDING FRIENDZY POSITION: Owner NATURE: Home catering INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2021 ADDRESS: 726 Stonewater Blvd, Franklin TN 37064, United States DESCRIPTION: Cook Indian meals for neighbors on some weekends.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mahtab R Khan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 12, 2022 - Present

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087
BD
CRD#: 145
Radnor, PA
Past

November 8, 2017 - July 13, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Franklin, TN
Past

November 1, 2017 - July 13, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

May 8, 2017 - October 25, 2017

PARTNERVEST ADVISORY SERVICES LLC

RIA
CRD#: 113621
Franklin, TN
Past

July 16, 2014 - December 21, 2016

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
Franklin, TN
Past

September 9, 2011 - August 5, 2014

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
NEW YORK, NY
Past

May 12, 2010 - August 5, 2014

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA
CRD#: 109355
BOSTON, MA
Past

November 11, 2009 - August 5, 2014

FEDERATED SECURITIES CORP.

RIA
CRD#: 5009
PITTSBURGH, PA
Past

January 24, 2006 - August 5, 2014

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
PITTSBURGH, PA
Past

January 4, 2006 - August 5, 2014

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA
Past

December 4, 2001 - January 5, 2006

EDWARD JONES

BD
CRD#: 250
LEBANON, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(7/12/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: , 8-13431

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
130 N Radnor-chester Rd, Radnor, PA 19087
Mailing Address
130 N Radnor-chester Rd, Radnor, PA 19087
Phone number
(484) 583-6000
Established
Connecticut since 08/03/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYSHAREHOLDER
CHRYSSIKOS, PAUL TELEMACSENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER7263748
FALLER, DANIEL TSENIOR VICE PRESIDENT, HEAD OF LFD FINANCE6006570
GIBSON, JASON MICHAELVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION3081880
KENNEDY, JOHN CHRISTOPHERPRESIDENT AND CHIEF EXECUTIVE OFFICER2213083
NEPA, JARED M.SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION5157819
OMORUYI, MEGAN VOGTAVP, FINANCIAL AND OPERATIONS PRINCIPAL7803022
SEIFERT, TIMOTHY JOHNSENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION1577571
SMITH, NANCYSECRETARY6140078

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145Radnor, PA 19087

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