LINCOLN FINANCIAL SECURITIES CORPORATION
Fort Wayne, Indiana
1.8
44 Reviews
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) ...
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Assets Under Mgmt
$3.94B
Investment Professionals
386
Locations
274
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Charged with a felony (10 yrs)
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Found to have been involved in a violation of self-regulatory organizations rules
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