Who We Are
With 50 years of industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker/dealer and registered investment adviser. Together with Capital Analysts and Legend Advisory, registered investment advisers, we make up the Lincoln Investment Companies. Lincoln Investment treats each client relationship as the most important part of our business. We're proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees.
What We Do
We're committed to helping individuals and families achieve financial well-being. Our network has grown to over 1,120 financial advisors nationwide, with nearly 450 branch offices in 43 states. We serve the diverse financial needs of more than 360,000 clients representing over $36 billion in assets. In addition, Lincoln Investment is involved in more than 3,000 retirement plans and has over $16 billion in fee-based asset management products.