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Our Financial Representatives

Lincoln Investment financial representatives form a community of highly regarded and experienced investment professionals — more than 400 nationwide — who bring a variety of skills, talents and achievements to provide financial planning services to investors.

Our financial representatives will evaluate your objectives, investment experience and risk tolerance in order to develop your unique investor profile. Based on this profile, your Lincoln Investment financial representative will:

  • Help you establish a strategy that is tailored to your specific needs, comfort level and financial goals
  • Offer a range of products with complete focus on objective advice
  • Help you stay focused and on track with your personal plan
  • Help you diversify* your assets while maintaining the level of risk that matches your personality
  • Monitor your progress over the years

Many of our financial representatives hold advanced financial training certificates such as CERTIFIED FINANCIAL PLANNERTM certificant, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Retirement Specialist (CRS) and Master Certified Retirement Specialist (MCRS). Our financial representatives stay abreast of the rapid changes in the investment and retirement plan industry through continuing professional education.

* There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Find a Lincoln Investment branch near you:
For more information contact Inquiries@ lincolninvestment.com
(800) 242-1421 x5555

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