Hello, we’re
Lincoln Investment
With 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 advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 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
We're proud to foster a company culture where every voice is welcome and respected. All employees participate in activities designed to review our current practices and evaluate opportunities for improvement to create the most inclusive employee experience. We take this role seriously, and will use the data gathered to drive a broader action plan dedicated to supporting the inclusive culture that we have built and intend to build upon so all employees can feel safe, seen and equally valued.
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
We’re here to help during times of uncertainty
It can be challenging to determine what action to take during periods of market uncertainty. Unless something has changed with your investment time horizon or risk tolerance, it may be best to take no action at all. Investors who stick with their investment strategy and maintain a diverse portfolio are better prepared for market shocks. Contact your financial professional to help ensure your strategy remains consistent with your needs and preferences. Need a financial professional? Find a Lincoln Investment financial professional near you.
Announcing a new custodial relationship with Pershing
We are excited to announce that we are expanding our long-standing clearing arrangement with BNY Mellon’s Pershing as we transition our self-clearing business onto a single custodial platform. We have also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to our financial professionals. Read the press release for more information.
Insights from Lincoln Investment: Add a retirement savings checkup to your summer to-do list
While enjoying the summer season with family and friends, take a moment to make sure you are saving enough to retire. Studies show that more than one-half of American households do not save enough to sustain their living standards. Find a Lincoln Investment financial professional near you and ask about a retirement checkup to make sure your plan is working for you.
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.
