OUR PORTFOLIO

Lincoln Financial Securities Corporation is committed to providing clients with an extensive range of products and services, selected from among the foremost investment management organizations in the United States. We offer a multitude of investment alternatives carefully selected from many of the most respected names in the financial services industry.

  • Mutual Funds — More than 7,000 funds, representing over 100 mutual fund families
  • Variable Annuities — Over 60 issuers, offering long-term, tax-advantaged investing opportunities
  • Variable Life Insurance — Over 40 issuers offering 100 different variable life contracts
  • Investment Advisory Services — Financial planning and financial consultation services, customizable asset management services, and private asset management programs
  • Direct Alternative Investments — A diversified portfolio of real estate, leasing and energy products
  • Unit Investment Trusts — Offered through and managed by some of the country’s leading firms
  • General Securities
  • Equities — Common and preferred stocks
  • Fixed Income
  • Treasury Securities
  • Corporate Bonds
  • Federal Agency Securities
  • Municipal Bonds
  • Certificates of Deposit
Equity and fixed income trades made on your behalf are executed through Pershing, LLC, or National Financial Services, LLC (“NFS”), which are among the country’s most highly regarded securities clearing firms.

 

Pershing and NFS are members of the Securities Investor Protection Corporation (SIPC), and as such accounts held at Pershing and NFS are protected by SIPC up to $500,000, of which $250,000 can be for claims on cash awaiting reinvestment. Account protection under SIPC applies when a SIPC member firm fails financially and is unable to meet its obligations to securities clients, but SIPC does not protect against losses due to market fluctuations and the rise and fall in the market value of investments. Please visit www.sipc.org for more information about SIPC.

In addition to SIPC protection, both Pershing and NFS provide account protection in excess of SIPC from Lloyd’s of London together with other insurers.* The excess of SIPC coverage would only be used when SIPC coverage is exhausted. Like SIPC, excess of SIPC protection does not protect against losses due to market fluctuations and the rise and fall in the market value of investments. Each of Pershing and NFS have an aggregate excess of SIPC coverage limit of $1 billion across all client accounts, with a per-account limit of $1.9 million of cash awaiting reinvestment.

*Excess of SIPC coverage provided by Lloyd’s of London together with Axis Specialty Europe Ltd. and Munich Reinsurance Co.

Lincoln Financial Securities Corporation is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation. Lincoln Financial Securities Corporation is an investment advisor registered with the Securities and Exchange Commission.


Lincoln Financial Securities Corporation
One Granite Place
Concord, NH 03301
800 258-3648

Member FINRASIPC

Get In Touch

Holland Financial Group
25 Boone Lane
P.O. Box 156
Mitchell, IN 47446


Telephone: (812) 849-2010
Toll-free: (800) 774-1806
Fax: (812) 849-6865

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