Lincoln Investment Planning, LLC
A subsidiary of Lincoln Investment Group Holdings, LLC
601 Office Center Drive, Ste 300
Fort Washington, PA 19034
Clearing firm: Pershing LLC, Self-clearing
No. advisers: 1,440
No. franchises: 422
Year founded: 1968
Year end: Dec. 31
No. of retail offices: 412
Recruitment & Staffing
|No. of reps||1,440||1,487||1,126|
|No. of producing reps||1,069||1,107||786|
|No. of reps producing $100K-$499K /year||445||414||293|
|Total revenues: Other||$10,100,000||$10,435,000||$7,542,000|
|Total account assets||$33,650,000,000||$35,915,600,000||$25,692,000,000|
|Total account assets: Other||$17,898,400,000||$19,791,900,000||$14,418,000,000|
|Average assets per rep||$23,368,056||$24,153,060||$22,817,052|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
- 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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