Todd Lear Email & Phone Number

With over 25 years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals and objectives. As an Investment Advisor Representative at Lincoln Investment, I leverage my analytical skills, customer relationship management, and problem solving abilities to provide personalized service and solutions. I am committed to upholding the highest standards of ethics, integrity, and compliance in every aspect of my work.Before joining Lincoln Investment in June 2021, I was a Registered Principal at Prudential Annuities. In this role, I reviewed outgoing communications in response to complaints and inquiries, ensuring accuracy, ethical resolution, and compliance with FINRA regulations, tax laws, and product specifications. I also coordinated case data and rationale with contacts from involved offices, and negotiated with departmental management and legal counsel, especially in cases involving a reversal of company decision. I am proud of my track record of delivering exceptional customer service and satisfaction.

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  Temple University

  Communications