Lincoln Financial Advisors

Lincoln Financial Advisors discovered on March 19, 2020, that an unknown third party was in possession of a drive containing client data associated with its Charpentier Wealth Strategies office. The incident involved the loss of a physical drive containing personal information, including names and financial account details. Lincoln notified affected individuals starting April 15, 2020, and provided one year of identity monitoring services through Kroll. The company worked with law enforcement and confirmed its safeguards to prevent recurrence.