Hello, we’re
Lincoln Investment
With over 57 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, serving the diverse financial needs of clients representing over $55 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
Latest Press Release
President and Chief Operating Officer Kathy Leckey joins Financial Services Institute 2026 Board of Directors. Read our press release.
Find Out Why Your Peers Choose Lincoln
Freedom to run your business your way; access to leadership; white glove onboarding and practice support. Learn more and take the next step.
IM&R Themes Shaping 2026
Chief Investment Officer Shashi Mehrotra shares the major themes expected to influence the U.S. markets in the first half of 2026 in this insightful resource. Learn more.
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.
