Lincoln Investment

"Helping people reach their financial goals since 1968"​

General Information
Company Name
Lincoln Investment
Founded Year
1968
Location (Offices)
Fort Washington, United States +5
Founders / Decision Makers
Number of Employees
913
Industries
Insurance
Funding Stage
Private Equity
Social Media

Lincoln Investment - Company Profile

Lincoln Investment is a reputable full-service broker-dealer and registered investment adviser that has been dedicated to helping individuals and families achieve long-term financial well-being since its establishment in 1968. With a focus on providing knowledgeable guidance through independent financial professionals and a carefully selected range of investment choices, the company has built a solid reputation over its 55 years of industry leadership. Boasting a network of over 1,000 financial advisors nationwide, Lincoln Investment serves the financial needs of 355,000 clients holding over $46.0 billion in assets. The company's commitment to compliance is evident through its disclaimer on client testimonials, ensuring adherence to state and securities laws. Offering advisory services through Capital Analysts or Lincoln Investment, Registered Investment Advisers, and securities through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. The company emphasizes the importance of independent due diligence when using third-party websites and disclaims any liabilities. While Lincoln Investment's online presence spans across social media platforms and its official website, it does not offer tax, legal, or Social Security claiming advice. With its headquarters based in the United States, Lincoln Investment has a strong foundation in the insurance industry.

Taxonomy: financial planning, investment strategies, broker-dealer services, registered investment adviser, retirement planning, financial security, financial advisor network, investment choices, fee-based business, retirement plans, customized marketing, employee benefits, financial well-being, independent financial professionals

Funding Rounds & Investors of Lincoln Investment (0)

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