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San Ramon Financial Advisors
Lincoln Financial Advisors Corp.
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
(510) 928-3286
Advisor Profile
Name: David Bobrowsky
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Disclaimer
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC. Insurance offered through Lincoln Financial and Insurance Services Corp.

CRN 200808-2019431

Business Description
We provide personalized services to help you achieve your financial goals. Our philosophy is to Serve First, which means your interests always come first. We help you grow and preserve wealth by delivering high-level strategic advice customized to fit your financial needs and goals. Our vast financial knowledge and experience enable us to help you create a unique financial plan that best serves you and your family for years to come.

CRN 0505-0433
 

General Information
Gender:    Male
CRD#:    4261724
Firm CRD#:    3978
Insurance License#:    CA0D11810
Name of Broker/Dealer:    Lincoln Financial Advisors Corp.
States Licensed in:    CA, CO
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Businesses
 

Education
Academic Background
 
BA, Political Science - UCLA
MA, Political Science - New York University
M.Phil., Political Science - New York University
 

Services
Investment Types:    Mutual Funds, Insurance, Annuities, Alternative Investments, Real Estate, Bonds
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLUŽ)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Variable Life, Life, Health, Annuity, Disability
Financial Organization Memberships:    Financial Planning Association (FPA), Northern California Planned Giving Council
 

Firm Information
Number of Advisors in Office:    Over 1000 employees
 

Compliance
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    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:    $100,000
Compensation Methods:    Based on Assets, Commissions, Hourly
Fee % Based on Assets:    1%
Hourly Rate:    $125
 
 
 
Prepared By: David Bobrowsky