Our Employees Like it Here
Our employees enjoy working here and tend to stay. Employees who leave often return to Lincoln because of our unique family friendly culture. Our CEO, Ed Forst, encourages prospective employees and financial professionals to walk through the office to experience the culture for themselves.
Financial Planning named Lincoln Investment #16 out of the 46 firms ranked on their list of Independent Broker-Dealer Elite in 20211. The company ranked #15 on Financial Advisor’s Top Broker-Dealer list2 based on gross revenue in 2022. Lincoln Investment has made the Top-Broker Dealer list for the past several years highlighting the growth we’ve achieved over the years. Rankings are not indicative of future performance and are no guarantee of future financial success.
- Financial Planning, IBD Elite 2021 Rankings, August 2021
- Financial Advisor, 2022 B-D Ranking, April 2022
Our Values
At Lincoln Investment, we live by our core values – to help people, have fun and enjoy success – and incorporate them into everything we do. With these values as our framework, we continue to build our business on relationships with our clients, advisors and team members. Lincoln Investment is majority family owned.
Help people+Have Fun+Enjoy success
Benefits
With our history of helping people achieve their retirement goals, we encourage employees to save for retirement and provide a generous 401(k) match to assist them. We offer excellent health benefits, dental, life and disability insurance benefits, in addition to a generous time off policy.
Employees are encouraged to enhance their skills through continuous learning and professional development. Opportunities to attend Lunch and Learns, obtain securities licenses and formal education through tuition reimbursem*nt are a few of the examples of how Lincoln supports employee growth.
Lincoln has a long history of charitable contribution and service to the community. Our founder, Nick Forst, was extremely generous and Lincoln employees are committed to continuing his history of giving.
Lincoln Cares is Lincoln’s service initiative, led by a group of employees, with a mission to carry on our founder’s tradition to help people and enhance the quality of their lives.
Our employees have participated in numerous charitable endeavors. For example, they volunteer to teach financial education in schools through Junior Achievement and volunteer at Philabundance, an organization leading the fight against hunger in the Philadelphia region.
