Hello, we’re
Lincoln Investment
With over 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial professionals nationwide, and we serve the diverse financial needs of over 315,000 clients representing over $51 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
Diversity, Equity, & Inclusion at Lincoln Investment
Our mission is to foster an inclusive environment that allows everyone to bring their authentic selves to work, feel respected and valued, and have equal opportunities for growth and success. At Lincoln Investment, we firmly believe that DEI is an ongoing journey towards a more just and equitable work environment. We are committed to doing our part, both within our organization and beyond, to create a more diverse, equitable and inclusive future.
Leadership
Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.
Careers
The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!
What's New
Economic and Financial Market Review Q3 2025
After much debate, the Federal Reserve voted to approve a 1/4 percentage point decrease in the primary credit rate from 4.25% to 4%, effective September 18, 2025. A key consideration was uncertainty in the labor market. These concerns were deemed a higher priority than worries over inflationary pressures within the economy. Catch up on the latest economic review for Q3 from Chief Investment Officer Shashi Mehrotra & Deputy Chief Investment Officer Chris Surrichio here.
Women Projected to Control More than $30 Trillion in Assets by 2030
This shift represents a powerful opportunity — for investors and financial professionals alike. At Lincoln Investment, we’re proud to rank #3 for the number of women financial professionals, according to Financial Plannings’ IBD Elite 2025.* Many women prefer working with women financial professionals — and we’re ready to meet that need. Want to explore your future with us?
*Issued August 13, 2025, Financial Plannings’ IBD Elite, Source: IBD Elite 2025: IBD Elite 2025: The 15 largest independent brokerages | Financial Planning. The annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue as reported by the firms themselves. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list.
Lincoln Investment Promotes Two Leaders on the Investment Management & Research (IM&R) Team
We’re excited to share that Shashi Mehrotra was appointed to Senior Vice President & Chief Investment Officer, and Chris Surrichio was named to Vice President & Deputy Chief Investment Officer on Lincoln Investment’s IM&R Team. These promotions recognize their outstanding leadership, deep expertise and ongoing commitment to delivering value to our clients and we’re proud to celebrate their achievements.
Get in Touch
It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.
