Business Description

FFG associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.

General Information

Gender:

Male

CRD#:

1251563

Firm CRD#:

3978

Name of Broker/Dealer:

Lincoln Financial Advisors Corp.

States Licensed in:

AL, FL, GA, IL, IN, KY, LA, MN, MS, NC, TN, TX, VA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Education

Academic Background

BA, Business and Economics - Vanderbilt University (1975)

MBA - University of Alabama Birmingham (1978)

Services

Investment Types:

Real Estate Investment Trusts (REITs), Alternative Investments, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 24, Series 7

Insurance and Annuity Licenses:

Long Term Care, Variable Annuity, Variable Life, Life, Health

Financial Organization Memberships:

Paladin Registry, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

10 - 99 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Fee % Based on Assets:

Additional Details on Charges:

Fees are charged based on the issues to be addressed and the complexity of the case.

Prepared By:

J. Charles Dunham, CFP®