Lincoln Investment Planning Inc.

A subsidiary of Lincoln Investment Group Holdings, Inc.

218 Glenside Ave.

Wyncote, PA 19095

(215) 887-8111

lincolninvestment.com

Year founded: 1968

Year end: Dec. 31 2013

No. of retail offices: 309

All 2012-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted. 2013 recruitment and staffing data will publish on April 28.

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  • No. of reps, male
  • No. of reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Retail accounts
  • Advisory accounts
  • Other types of accounts
  • Other types of accounts (specified)

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2013 2012 2011
No. of reps830708
No. of producing reps830686
No. of reps producing $100K-$499K /year292168

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2013 2012 2011
Total revenues$145,380,490$106,490,431
Commission revenues$76,832,590$60,755,153
Fee revenues$57,208,108$37,861,646
Total revenues: Other$11,339,792$7,873,632
2013 2012 2011
Total account assets$18,800,524,003
Fee-based assets$6,982,028,241
Total account assets: Other$11,818,495,762
Average assets per rep$22,651,234
2013 2012 2011
Excess net capital$9,770,063$10,262,000
Total operating expenses
Pre-tax earnings
Number of active client accounts
CEOEdward Forst
Allows advisers to use social media
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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