Business Description
Our Philosophy: - Serve first, long-term relationship, strict confidentiality - Coordinate with your current advisors to create a team of experienced professionals working on your behalf - Educate you as to your alternatives so you may make informed decisions - Develop a resource center to provide up-to-date information for your particular situation - Action orientation
General Information Gender:    Male CRD#:    1936533 Firm CRD#:    3978 Name of Broker/Dealer:    Lincoln Financial Advisors Corp. States Licensed in:    CA, KY, MD, TN, VA Years of Experience in Financial Services:    20 Number of Years with Current Firm:    15 I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
Education Academic Background   BS, Business Administration
Services Investment Types:    Variable Annuities, Annuities, Insurance, Mutual Funds, Fixed Annuities
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®) Securities Licenses:    Series 63, Series 6 Insurance and Annuity Licenses:    Long Term Care, Life, Variable Annuity, Disability Income, Variable Life, Annuity Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA)
Firm Information Number of Advisors in Office:    Over 1000 employees
Compliance Registered Investment Advisor:    Yes 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:    $0 Compensation Methods:    Flat Fee, Based on Assets
Prepared By:	Bill Nichols
Most Recent Update:	09/16/2008

Frequently Asked Questions

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