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.
Video Tanscript
[Lincoln Investment sign]
Tom Lakatos, Vice President, Branch Development: “We like to say that we’re big enough to compete, but small enough that every voice is heard and I think at Lincoln Investment it’s true.”
Ed Forst, President & CEO: “My Father who started the firm insisted people enjoy themselves when they’re at work, so he came up with the triangle which was: help people, have fun, make money. And his entire career was based on that triangle.”
Angela Petriccione, Payroll Administrator, 39 Years with Lincoln Investment: “Nick truly believed that he had the best people in the world working for him, and I think that that is probably what differentiates Lincoln from other firms, is how they value their employees.”
Denis Houser, Senior Vice President, Business Development: “When you talk about hiring people that are hungry, humble, and smart, it’s a set of character traits that carries out throughout the organization.”
Louis Manon, Investment Services Advisor: “I like helping people. That is the best part about being an advisor. And I like the culture at Lincoln because it’s people centered, and so it’s very easy for me to be myself and not have to be a cardboard cutout of what you think a financial advisor should be.”
Ed Forst: “I think advisor leadership is really important. Dad and I both started out as advisors. Together we provided advisor leadership for the last 50 years.”
Tom Lakatos: “When I think about Lincoln, what I think about first and foremost is fiercely committed independence. This firm has been very financially responsible, and put itself in a position to last 50 years.”
Deirdre Koerick, Senior Vice President Chief Compliance Officer: “Everything we do we take ownership of, and I think that then carries us through to make sure we do it well.”
Denis Houser: “It’s just a natural part of the culture is that we have a very deep care for what we do. I think it’s that combination of that family type organization and solutions based, from that practical innovation, I think that allows us to deliver what the client needs.”
Ed Forst: “We found a need to provide specialized services to high networth families. In 2012, we invited Capital Analysts and their advisors to join Lincoln. As Lincoln focused in the middle market they brought special skills, special abilities, special tools that we never had. For us to really kind of fulfill our destiny and fulfill our mission I think is the next 50 years. And the next 50 years will be even more change than the first 50 years. And I think that’s what we’re all focused on. So we’ve done what we need to do and we’ve completed our mission of getting to the first 50 years and the entire focus now is on the next 50.”
Words on screen:
Lincoln Investment
Lincoln Investment | Registered Investment Adviser, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Coporate office: 601 Office Center Drive, Suite 300, Fort Washington, PA 19034 (800) 242-1421
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
Insights from Lincoln Investment: Saving for college
Looking for a meaningful way to commemorate National 529 Savings Day, celebrated on May 29 each year? Open a 529 savings plan or make a cash contribution into an existing account. It’s a great investment in a child’s future. The cost of a college education has increased significantly over the years, while the amount of financial aid has decreased. Having money set aside for college may help the child graduate without the burden of a lot of student debt. Contact your Lincoln Investment financial professional to learn more.
Participating in a 529 plan involves investment risk. Participants may want to consider the benefits of a home state plan. More information, including important disclosures, can be found here.
The importance of a financial plan
A well-constructed financial plan serves as a financial roadmap for life’s events, provides measurable targets to work towards, identifies potential risks in your portfolio and also helps you prepare for them. More than just investing, plans are about feeling financially secure throughout your lifetime and having confidence when you are ready to retire. Contact your financial professional to ask about a financial plan, or find a financial professional in your area to help you create a plan designed for 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.
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.
