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July 01, 2015 1:10 PM ET

Capital Markets

Company Overview of Lincoln Investment Planning, Inc.

Company Overview

Lincoln Investment Planning, Inc. provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations in the United States. It offers financial planning, wealth management, investment, asset management, planning, mutual funds, annuities, and retirement planning services. The company was founded in 1968 and is based in Wyncote, Pennsylvania.

Forst Pavilion

218 Glenside Avenue

Wyncote, PA 19095

United States

Founded in 1968

Phone:

215-887-8111

Fax:

215-885-8113

Key Executives for Lincoln Investment Planning, Inc.

Chief Executive Officer and President
Founder
Chief Financial Officer and Senior Vice President
Chief Operating Officer and Senior Vice President
Chief Compliance Officer and Senior Vice President
Compensation as of Fiscal Year 2015.

Lincoln Investment Planning, Inc. Key Developments

Lincoln Investment Planning, Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 12:15 PM

Lincoln Investment Planning, Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 12:15 PM. Venue: Ritz Carlton Hotel, San Francisco, California, United States. Speakers: Ed Forst, Chief Executive Officer and President.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
June 17, 2015
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