General Info

Established in 1968, Lincoln Investment Planning is a full-service broker that provides retirement products and services to individuals and employers. It maintains a network of more than 60 branch offices in the United States. The company features fixed- and adjustable-rate annuity assets, mutual funds, stocks, and corporate, government and municipal bonds. It offers life, disability and long-term care insurance options. Lincoln Investment Planning provides asset allocation, risk management, investment selection, communications support, administration and recordkeeping services. In partnership with Pershing, it offers execution and clearance of individual securities transactions. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). It employs a work force of over 600 people.