Lincoln Investment

Lincoln Investment is a prominent investment advisory firm with nearly 50 years of experience in the industry. It operates as a broker/dealer, providing investment, wealth, and retirement planning services to a diverse clientele that includes corporations, school districts, universities, and high-net-worth individuals. The firm has built a robust network of over 800 financial advisors across the nation, serving more than 270,000 clients and managing assets exceeding $24.7 billion. Lincoln Investment emphasizes the importance of client relationships, aiming to help clients achieve their financial goals while mitigating risks. Recognized as one of the fastest-growing independent broker/dealers, the firm also enjoys a reputation as a top workplace for its employees.

Diane McCarthy

Executive Vice President and CFO

1 past transactions

Legend Group Holdings

Acquisition in 2016
A Florida-based provider of investment and retirement planning services to employer groups
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