One of the best places to find financial advice and make smart investment decisions is a financial advisor. An advisor will be able to assess your needs, present options, and help you develop an investment plan that fits your needs and goals. Developing a financial plan is a complicated process that involves a variety of factors. A financial advisor will begin by understanding your current financial situation and goals, then coordinate and implement the different elements of the plan.
The Lincoln Investment Company’s growth has not been without consequences. The firm has been the subject of several complaints and disclosure events, which are formal proceedings initiated by regulators. Additionally, there have been scores of complaints from customers against the firm. Despite these controversies, a FINRA investigation of the firm revealed that the firm failed to adequately supervise its representatives and did not make refunds when they should have.
As one of the fastest growing full-service broker-dealers, Lincoln Investment focuses on building relationships with financial advisors and clients. The firm is family-owned and empowers a network of financial advisors to provide quality investment and insurance products and services to investors. The investment firm has offices in many major cities across the United States.
In order to maintain a stable, reliable and scalable enterprise network, Lincoln Investments is moving its technical assets to a cloud-based environment. The company is currently migrating its legacy applications to Microsoft SharePoint and Office 365. The cloud platform is more secure and stable, and helps branch offices maintain better application performance.