Lincoln Financial Network

Lincoln Financial Network

A subsidiary of Lincoln Financial Group

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2005 Market St.

Philadelphia, PA 19103

866-533-3410

JoinLFN.com

Clearing firm: National Financial Services LLC

No. advisers: 8,641

No. franchises: 90

AUM: $27,681,000,000

Year founded: 1905

Year end: Dec. 31

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

Top ExecutiveDavid S Berkowitz
Recruiting Contact
866-533-3410
E-mail
Compliance ContactPatrick J Caulfield
(860) 466-1838
E-mail
Marketing ContactTara Harkins
(484) 583-6365
E-mail

Recruitment & Staffing

2018 2017 2016
No. of reps8,6418,9278,885
No. of producing reps8,6418,9278,885
No. of reps producing $100K-$499K /year000
2018 2017 2016
Total revenues$782,425,686$740,186,365$747,358,442
Commission revenues$495,291,839$483,576,378$512,442,765
Fee revenues$217,746,816$191,969,076$175,375,380
Total revenues: Other$69,387,031$64,640,551$59,540,297
2018 2017 2016
Total account assets$27,681,000,000$28,582,000,000$24,270,000,000
Fee-based assets$27,681,000,000$28,582,000,0000
Total account assets: Other000
Average assets per rep$3,203,449$3,201,748$2,731,570
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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