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Lincoln Investment Planning Agrees to Buy Legend Group

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Lincoln Investment Planning Agrees to Buy Legend Group

Scott Dauenhauer, CFP
Sep 7, 2019
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Lincoln Investment Planning Agrees to Buy Legend Group

403b.substack.com

Lincoln Investments, a company that caters to 403(b) plans has agreed to take the Legend Group off of the hands of troubled Broker/Dealer Cetera Financial Group in a deal that will bring Lincoln's total assets to $30 billion.
I'll just say that I don't recommend you work with either company and that these two companies deserve each other. I assume Planmember will be the next one rolled up?
Scott Dauenhauer, CFP, MPAS, AIF
Are you 403(b) Wise? 403bwise.org is the place on the internet to learn, advocate and build community.

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Lincoln Investment Planning Agrees to Buy Legend Group

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