Call Now For a Free Consultation:
(614) 532-4576
Nationwide Representation

Lincoln Investment Planning, Inc.

Consult with Our Legal Team
There is never a cost associated with a consultation
Brokerage Firms
For The Advocacy You Deserve Contact Us Today!
We’ll respond and let you know the best way to proceed with your case.

Lincoln Investment Planning, Inc.

Investment Fraud Lawyers Are Prepared to Fight for You

Lincoln Investment Planning, Inc. is a full-service broker-dealer founded in 1968 by Nick Forst. Investment products and services available through Lincoln Investment include: risk management services, insurance, individual securities, mutual funds, annuities, retirement, and planning services. The firm's headquarters are located in Wyncote, PA, just outside of Philadelphia. Today Lincoln Investment Planning has 305 offices and 800+ financial professionals providing investment and retirement products to individuals and employers.

As a member of the Financial Industry Regulatory Authority (FINRA), Lincoln Investment Planning is required by law to supervise their brokers, thus ensuring ethical, honorable dealings. When supervision is lax, unscrupulous representatives are allowed to operate fraudulently, causing major, wrongful losses to investors. When this happens, FINRA gives investors the right to file claims that hold Lincoln Investment Planning legally liable to repay the damages.

Red Flags for Investors

In 2012, Lincoln Investment Planning bought Capital Analysts Incorporated, merging in both assets and representatives. This essentially doubled their operations. What may concern potential, current, and former investors is that this merger means that the representatives of Capital Analysts Incorporated, a firm with checkered history, now represent Lincoln Investment Planning. The name “Capital Analysts” should be familiar to some – their representative, Kenneth Wayne McLeod, stole $30 million from 150 federal employees in a massive Ponzi scheme just a few years ago. The scheme was discovered eventually, but McLeod killed himself before allowing himself to face the consequences of his actions.

The facts of this merger raise some concerns. One, doubling a firm’s representative workforce brings with it the administrative challenge of holding each of those brokers accountable with competent supervisory procedures. In addition to this managerial issue, Lincoln has filled its representative team with brokers from a firm that demonstrated a complete lack of supervision over a broker with a prior history of misconduct. That effects of that sort of corporate culture would require vast resources to undo.

We Hold Financial Goliaths Accountable

If you have suffered significant losses because a Lincoln broker dealt with you dishonestly or negligently, you have a right to hold Lincoln Investment Planning responsible. However, while FINRA provides investors with the legal opportunity, their aim is enforcing financial law for the whole industry – Meyer Wilson’s aim is to recover your losses. Our attorneys recovered $350 million for our clients. We have the skill, experience, and resources to do the same for you. Don’t let investment firms get away with wrongfully losing your money.

Find out your next move. Contact Meyer Wilson to request a free case evaluation today.

Atlanta Office

945 East Paces Ferry Road, Suite 2275
Atlanta, GA 30326
Columbus Office

305 W. Nationwide Blvd
Columbus, OH 43215
Meyer Wilson
New Orleans Office

900 Camp Street 
Suite 337
New Orleans, LA 70130
Los Angeles Office

2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
Quick Links
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient's state. Read More
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
Read More
crosschevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram