Each quarter, Lincoln employees are nominated for our High Five Award, which recognizes individuals who have exceeded the expectations of their job responsibilities. Congratulations to our winners this quarter, Robin Fite and Steve Kach! We are lucky to have these two as part of our Lincoln family!
Lincoln Investment
金融服务
Fort Washington，PA 9,925 位关注者
"Helping people reach their financial goals since 1968"
关于我们
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. 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. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. https://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com https://www.jobs.net/jobs/lincolninvestment
- 网站
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https://www.lincolninvestment.com
Lincoln Investment的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Fort Washington，PA
- 类型
- 私人持股
- 创立
- 1968
- 领域
- Retirement Plans、Tools & Technology、Fee-based Business和Customized Marketing
地点
Lincoln Investment员工
动态
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We're excited to introduce Aiden Brown as a new financial professional to Lincoln! Born and raised in Palm Harbor, FL, Aiden graduated in 2023 from the University of Southern Florida. His father has been in the industry for 28 years and influenced his decision to join. He enjoys working with educators, police, fire departments and other public employees. He believes that helping those who do so much for our community is the best part of what he does. Now, he is eager to transition into the world of finance, where he can apply his knowledge and expertise to help his clients make impactful decisions. #WelcomeToLincoln
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We’re excited to introduce Jacob Breeding as a new financial professional to Lincoln! Jacob started in the industry in 2021, working at AnchorPoint Financial as an assistant to Financial Advisor, Jeremy Forbis. After spending the past few years working and learning under him, he is ready to transition into a selling financial professional role. Jacob is from Fayetteville, AR, and found his passion for working with people has only grown, finding satisfaction in helping clients achieve peace of mind regarding their financial health. It’s gratifying to him to know he plays a key role in securing their future. When not working, he enjoys cooking and fishing. #welcometolincoln.
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Join Shashi Mehrotra, our Chief Investment Strategist today for a live Market & Economic Outlook presentation and Q&A at 4:00 pm EST. Shashi will discuss post-election insights and market volatility. Register here: https://lnkd.in/eBccqhkN
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Contribution limits for 2025 have been released and now is a great time to re-evaluate your financial plan! Get in touch with a Lincoln Investment financial professional today. https://lnkd.in/gbnXTyD
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Today is the official 2024 Presidential Election Day! Exercise your right to vote and have your voice be heard. #electionday
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Join Shashi Mehrotra, our Chief Investment Strategist for a live Market & Economic Outlook presentation and Q&A on Thursday, November 7 at 4:00 PM EST. Shashi will discuss post-election insights and market volatility. Register here: https://lnkd.in/e-BjcETe
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We’re excited to introduce Zachary Carr as a new financial professional to Lincoln! Zachary is new to the business and graduated from Indiana University in May with a B.S. in Finance. He is very eager to learn, help his clients with their financial futures and make his mark on the industry. He came to Lincoln, starting as an intern the summer before his senior year, and worked with the ISA team under Win Stauffer. He was impressed by the culture and drive of the ISA team and learned quickly that Lincoln is very centered around learning and career development. When he is not at the office, he enjoys working out and lifting weights. He also participates in an adult soccer league once a week and is currently working on his cooking skills. #WelcomeToLincoln
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Regional Vice President & Practice Growth Consultant | Delivering high impact advice and support to growth oriented advisors
Gratitude. Engagement. Friendships. This is what I saw and felt while attending Gregory Nelson and Kendra Riconosciuto’s Oktoberfest event at Tacoma’s first craft brewery, E9 Brewing. Their clients embraced them like family and it was clear they felt valued and appreciated. I’m grateful for the opportunity to advise and support their successful practice. Lincoln Investment #financialplanning #wealthmanagement
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