Adviser and broker representative · Lincoln Investment
Abu Z. Gofran
CRD 5544947 · Upland, CA
At a glance
Abu Z. Gofran is an investment adviser representative with Lincoln Investment in Upland, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Abu’s SEC record dates to 2012, about 14 years ago. Abu is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince June 2017Upland, CA · $22B in regulatory assets
- Capital AnalystsSince July 2018San Dimas, CA · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Abu’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.