Lincoln Financial Securities Corporation, based out of Fort Wayne, Indiana, is a reputable regional investment advisory firm with a robust presence in the financial services industry. With over 275 offices, they have established themselves as a trusted partner for over 17,800 individual clients, managing an impressive $3,944,710,000 in assets.
As an accomplished investment advisory firm, Lincoln Financial Securities Corporation specializes in providing comprehensive financial solutions, including insurance brokerage services. With their deep expertise and experience, they have become a go-to resource for managing employer 401(k) plans, serving both employers and individuals. In fact, more than 80% of their assets under management are dedicated to 401(k) plans or individual clients.
Boasting a talented team of 726 employees, with 386 dedicated to investment advisory services, Lincoln Financial Securities Corporation ensures that each client receives personalized attention and sound financial guidance. Their advisors average around $10,220,000 in assets under management, a testament to their ability to handle substantial portfolios effectively.
Among their team of accomplished advisors, Lincoln Financial Securities Corporation counts on the expertise of industry veterans such as Frederick Prelle, John Cozart, and Michael Johnson. With their extensive knowledge and proven track records, these advisors contribute to the firm's strong reputation and client satisfaction.
In terms of compensation, Lincoln Financial Securities Corporation offers a variety of options, including a percentage of assets under management, fixed fees, commissions, and even hourly charges. This flexible approach ensures that clients can choose the most suitable compensation structure for their specific needs.
Overall, Lincoln Financial Securities Corporation stands as a reliable and experienced partner, dedicated to helping individuals and employers achieve their financial goals through sound investment strategies and exceptional advisory services.