Lincoln Investment Overview

Financial ServicesCompany

Was Lincoln Investment formerly PE-backed?

Yes. Lincoln Investment was formerly owned by 1 private investor.

Where is Lincoln Investment headquartered?

Lincoln Investment is headquartered in Fort Washington, Pennsylvania.

What sector is Lincoln Investment in?

Lincoln Investment is a financial services company.

When was Lincoln Investment founded?

Lincoln Investment was founded in 1968.

Lincoln Investment

Lincoln Investment Planning, Inc.

601 Office Center Drive, Suite 300,
Fort Washington, Pennsylvania 19034
United States,
(800) 242-1421
www.lincolninvestment.com

Lincoln Investment is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. Lincoln Investment was founded in 1968 and is based in Fort Washington, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

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