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Lincoln Investment LLC

Public Accounting - Finance 20 Active Jobs

Lincoln Investment LLC, a full-service broker-dealer and registered investment advisor, including Capital Analysts, Inc., registered investment advisor, serves the needs of more than 235,000 individual investors. Representing clients with more than $23 billion in assets, Lincoln Investment LLC is a leading provider of retirement plans to school districts, universities, hospitals and other non-profit and community-based organizations. Over the years, we have expanded our focus to include individuals, employers, corporations, endowments and foundations.

The company is committed to helping families achieve financial well-being. Lincoln Investment LLC is involved in more than 2,400 retirement plans and has over $8 billion in fee-based asset management products. Lincoln Investment's original commitment to long-term planning is one of the reasons the company is recognized as an industry leader. With the professional advice of a Lincoln Investment LLC financial advisor, investors are able to assemble a risk-appropriate, well-diversified portfolio through a single institution. Lincoln Investment has a national network of almost 300 branch offices and more than 800 financial advisors.

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Employees receive a competitive benefit package including medical, dental and life, along with other supplemental programs. Employees enjoy a generous holiday and vacation schedule.

Additionally, Lincoln Investment LLC employees receive:

  • 401(k) plan with employer matching contributions
  • Generous profit-sharing plan
  • Profitability bonuses

Employees are treated to a quarterly Strategic Sharing/Birthday Luncheon hosted by Lincoln Investment LLC President Ed Forst.


"Helping people retire well" isn't our slogan, it's our resolution. We are committed to helping our clients build retirement and investment assets through careful, long-term planning and access to a wide range of suitable investment strategies and investment products.


More than 400 representatives provide financial planning services to clients - nationwide. Lincoln Investment LLC Financial Representatives form a community of highly regarded and experienced investment professionals, who bring with them a variety of skills, talents and achievements.

Many of our financial representatives hold advanced financial training certificates, such as Certified Financial Planner, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Specialist in Tax Sheltered Accounts (CSTSA). They continue to stay abreast of the rapid changes in the investment and retirement plan industry through continuing professional education.

Lincoln Investment LLC Financial Representatives use a disciplined approach that identifies each client's objectives, investing experience and risk tolerance. With the investor's profile in hand, each financial representative provides individualized investment planning services to develop strategies that seek to achieve the client's short-term and long-term goals.

Choose Lincoln Investment Planning, Inc. for your retirement and investment needs.

Lincoln Investment Planning, Inc. is an established provider of investment and retirement services. Having successfully provided service to thousands of investors like yourself, we have developed the expertise and capabilities to help make your financial goals a reality. We look forward to working with you to develop an investment program suited to your unique needs.


Top Places to Work in Philadelphia in 2010, voted by employees.

Thank you to the employees, financial representatives, school districts and other business partners that make up the Lincoln Investment family. It is because of your efforts that we have received this prestigious recognition.

For the past 40 years it has been our mission to improve the financial well-being of hard working Americians. It is an honor to have your vote of confidence and partnership as we work together to Embrace the Future.

Products and Services

Our financial representatives offer investment products and services that provide flexibility, investment choice and risk management options. The investment products and services available through Lincoln Investment include:

Lincoln Investment, a leader in 403(b) plans, offers retirement products and planning services for individual investors, as well as workplace group plans, including 403(b), 457(b), 401(k), enhanced TSA and IRA accounts.

SOLUTIONS from Lincoln Investment Planning, Inc.
Our SOLUTIONS platforms enable investors to accumulate and consolidate assets into one convenient account to help simplify recordkeeping. Learn more about Retirement SOLUTIONS, Retirement SOLUTIONS PREMIER, Investor SOLUTIONS and Investor SOLUTIONS PREMIER.

Mutual Funds
We offer more than a thousand mutual funds from some of the most respected fund families in the marketplace.

Fixed and variable annuities through Lincoln Investment offer tax-deferred growth and a steady stream of retirement income or a guaranteed death benefit.

We offer a wide range of insurance products, including whole and term life, disability and long-term care coverage.

Risk Management Services
Through our asset allocation disciplines, we offer access to strategic and tactical asset management programs from professional asset managers.

Individual Securities
Investments in individual stocks, bonds, CDs and money market funds can be directed through a qualified Lincoln Investment financial representative.

Planning Services
A Lincoln Investment financial representative can assist you with a variety of financial planning needs, including retirement, higher education and estate planning, as well as wealth conservation strategies.

Interesting Facts

Believing educators needed guidance to achieve financial security, Lincoln Investment founder Nick Forst worked to convert "savers" into "investors." While fixed investment products were the only investments available to educators, Lincoln Investment introduced variable products to expand choices and opportunity to retire well. In 1969, Lincoln Investment obtained its first major contract, the School District of Philadelphia. Today, more than 45 years later, Lincoln Investment continues this relationship as a leading provider of 403(b) plans in the district.

The philosophies the company was founded on still hold true today:
  • Employees and representatives of Lincoln Investment earn investors' trust through high quality programs and services.
  • Lincoln Investment's employees are hired because they receive satisfaction helping others.
  • Lincoln Investment offers products with a focus on providing objective advice and careful, long-term planning.

Lincoln Investment employees, on average, have been with the company for almost 10 years. Simply put, we help our clients and our employees Embrace the FutureĀ®.