Lincoln Investment
Lincoln Investment is a prominent broker-dealer with nearly five decades of industry experience, specializing in delivering tailored investment strategies. With over 800 financial advisors across the U.S., they serve approximately 270,000 clients, managing assets totaling $24.7 billion. Each client relationship is prioritized, reflecting Lincoln Investment's commitment to personalized service. As one of the fastest-growing independent broker-dealers, they offer investment, wealth management, and retirement planning services to corporations, educational institutions, and high-net-worth individuals, aiming to help clients achieve their financial objectives while mitigating risk.
1 past transactions
The Legend Group Holdings
Acquisition in 2016
The Legend Group Holdings is a Florida-based company specializing in investment and retirement planning services tailored for employer groups. It offers a comprehensive range of investment services, including retirement planning, education savings plans, insurance solutions, and income generation strategies. Additionally, the firm focuses on professional portfolio management, ensuring that clients receive personalized financial guidance to meet their specific needs. Through its diverse offerings, The Legend Group Holdings aims to support clients in achieving their financial goals and securing their futures.
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