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Lincoln Investment named to Financial Planning's
Independent Broker-Dealer Elite 2025:*
#14 for total revenue
#3 for women as a percentage of producing reps
#9 for fee-based mix
*Issued August 13, 2025, the annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue, as reported by the firms themselves. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list, but may pay for advertising rights. Source: http://www.financial-planning.com/
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What's New
We’re here to help during times of uncertainty
It can be challenging to determine what action to take during periods of market uncertainty. Unless something has changed with your investment time horizon or risk tolerance, it may be best to take no action at all. Investors who stick with their investment strategy and maintain a diverse portfolio are better prepared for market shocks. Contact your financial professional to help ensure your strategy remains consistent with your needs and preferences. Need a financial professional? Find a Lincoln Investment financial professional near 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.
Insights from Lincoln Investment: Add a retirement savings checkup to your summer to-do list
While enjoying the summer season with family and friends, take a moment to make sure you are saving enough to retire. Studies show that more than one-half of American households do not save enough to sustain their living standards. Find a Lincoln Investment financial professional near you and ask about a retirement checkup to make sure your plan is working for you.
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