# Lincoln Financial Advisors Corp.: fundraiser

> Lincoln Financial Advisors Corp. placed 19 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/lincoln-financial-advisors-corp (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Lincoln Financial Advisors Corp.

Fundraiser Registered broker-dealer

# Lincoln Financial Advisors Corp.

FINRA 3978 · placing rounds since Feb 2016

**19** company rounds placed

**6** in the last two years, last Mar 2026

**$21.2B** sold in the rounds they placed

**6.4%** typical commission; the median firm takes 4.9%

Named on 24 Form D filings as paid to sell the offering: 19 for operating companies, 2 for funds, 3 for real estate. 5 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q4 **1** 25Q4 **4** 26Q1

## What they place

- Oil and Gas **63%**
- Insurance **37%**

## How big the rounds are

- Under $1M **18**
- $1M to $5M **1**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **13**

## Where the companies are

**NY** 22 **IN** 9 **PA** 3 **TX** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/lincoln-financial-advisors-corp)[Everything, funds and real estate too](https://millionrounds.com/providers/lincoln-financial-advisors-corp?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: Lincoln Financial Advisors Corp. Insurance **$546M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Lincoln Financial Advisors Corp. Insurance **$505M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Lincoln Financial Advisors Corp. Insurance **$136M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Lincoln Financial Advisors Corp. Insurance **$1.8B**

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$2.7B**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$2.6B**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$2.4B**

Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$2.0B**

Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$1.7B**

Jul 2021 Mewbourne Energy Partners 21-A, L.P. Oil and Gas **$3.1M**

Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$2.3B**

Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$1.8B**

Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$1.5B**

Dec 2017 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael E. Nolan Insurance **$1.1B**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Jun 2016 Strategic Energy Income Fund IV L.P. Agents: John Jacobs Sr. Oil and Gas **$200k**

May 2016 Strategic Energy Income Fund IV L.P. Agents: Kevin McGrady Oil and Gas **$50k**

Feb 2016 Strategic Energy Income Fund IV L.P. Agents: Peter Maller Oil and Gas **$50k**

Feb 2016 Strategic Energy Income Fund IV L.P. Agents: John McCarthy III Oil and Gas **$50k**

Dec 2015 Genesis Drilling Program IX LP Agents: Richard Brownstein Oil and Gas **$50k**

Dec 2015 Genesis Drilling Program IX LP Agents: Kevin McGrady Oil and Gas **$75k**

Dec 2015 Genesis Drilling Program IX LP Agents: Richard Flood Oil and Gas **$50k**

Dec 2015 Genesis Drilling Program IX LP Agents: John Bussa Oil and Gas **$120k**

Dec 2015 Genesis Drilling Program IX LP Agents: Maurice Naylon III Oil and Gas **$100k**

Dec 2015 Genesis Drilling Program IX LP Agents: Amy Oviedo Oil and Gas **$185k**

Dec 2015 Genesis Drilling Program IX LP Agents: Tom Snow Oil and Gas **$100k**

Dec 2015 Genesis Drilling Program IX LP Agents: Philip Moshier Oil and Gas **$50k**

Dec 2015 Genesis Drilling Program IX LP Agents: Philip Moshier Oil and Gas **$125k**

Dec 2015 Genesis Drilling Program IX LP Agents: Todd Anderson Oil and Gas **$150k**

Nov 2015 Genesis Drilling Program IX LP Agents: Michael Cirino Oil and Gas **$100k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Russell Lowry Oil and Gas **$225k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Robert Rebussini Oil and Gas **$175k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Daniel L. Whittenburg Oil and Gas **$100k**

Jun 2015 Atlas Eagle Ford 2015 L.P. Oil and Gas **-**

May 2014 Atlas Resources Series 34-2014 L.P. Oil and Gas **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 16 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 16 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 16 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 15 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**Triad Advisors LLC** 12 rounds together](https://millionrounds.com/providers/triad-advisors-llc)[**Valmark Securities, Inc.** 12 rounds together](https://millionrounds.com/providers/valmark-securities-inc)

## Founders who worked with them

No one has said so yet.

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