Broker Dealer Overview

Solutions that work for you

We provide top applications and innovative technology designed to grow your business and to help serve your clients more efficiently and deliver comprehensive advice. We will work with you to develop or find tools specific to you and your clients.

You’ll have the latest technology, with access whenever you need it. You can choose our tools and technology including:

  • Client Relationship Management systems
  • Integrated financial planning software
  • Remote check deposit
  • Dictation services
  • Online account transfers
  • Investment proposal systems and reporting
  • Mobile access
  • Account aggregation
  • Technology services
  • Electronic form population

A wide range of choices

Lincoln understands that financial planners and intermediaries like you want broad strategic solutions rather than single-product answers for your clients. We offer a full array of annuity, life insurance, and investment options to help you meet the various needs and objectives of your customers.

With a wide variety of options to choose from, Lincoln Financial can provide your clients with just the right product to meet their

  • Retirement objectives
  • Long-term financial goals
  • Insurance needs

A full-service, nationally ranked independent Broker-Dealer

Lincoln Financial Securities’ registered representatives have access to a variety of product types:

  • Advisory Services and Managed Accounts
  • Mutual funds and Exchange Traded Funds
  • Common and Preferred Stock
  • Corporate and Municipal Bonds
  • Real Estate Investment Trusts (REITs)
  • Education and 529 plans
  • Structured Products
  • Variable Annuities and Variable Universal Life
  • Government Securities
  • Group Plans
  • General Securities
  • Unit Investment Trusts (UITs)
  • Master Limited Partnerships