NOTICE: If your financial advisor is affiliated with Lincoln Financial Advisors Corporation and/or you used the services of Charpentier Wealth Strategies and received a NOTICE OF DATA BREACH, contact the Arnold Law Firm at (916) 777-7777.
On April 16, 2020, Lincoln Financial Advisors Corporation notified its customers and representatives of a data breach incident involving confidential information.
On March 19, 2020, Lincoln Financial Advisors Corporation discovered that an unknown third party was in possession of a drive that contained client data. The drive may have been associated with network affiliate Charpentier Wealth Strategies.
It is currently unknown how many of Lincoln Financial Advisors Corporation’s 55,000 clients may have been affected or whether the breach may be limited to individuals associated with Charpentier Wealth Services.
Charpentier Wealth Services is operated by advisors Debbie Charpentier and Milan Torres. Located in Bakersfield, California, their office provides services in California, Hawaii, Nebraska, Oregon, Utah, and Wisconsin.
Information potentially exposed in the Lincoln Financial Advisors Corporation data breach includes the following:
Lincoln Financial Advisors Corporation is a national financial advisory firm headquartered in Fort Wayne, Indiana. The company offers estate, business succession, retirement, and financial planning programs sold through a nationwide network of independent financial professionals to individuals and small businesses throughout the United States. The firm operates as a broker dealer with a focus on high net worth individuals with $15.3 billion under management.
Lincoln Financial Advisors Corporation is a subsidiary of Lincoln National Corporation (LNC), a Fortune 250 American holding company founded in 1905, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
Lincoln Financial Group and subsidiaries have experienced several previous security incidents and fines, including:
In response to the most recent data breach, Lincoln Financial Advisors Corporation is offering affected clients one year of identity monitoring services and is encouraging customers to be vigilant in monitoring account statements and credit reports regularly for potential identity theft.
If your financial advisor is affiliated with Lincoln Financial Advisors Corporation and/or you used the services of Charpentier Wealth Strategies and received a NOTICE OF DATA BREACH, contact the Arnold Law Firm at (916) 777-7777 to discuss your situation and possible legal options.
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