| Advisor Profile |
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| Name: |
Luke LeMener, CFP®, CLU |
| Phone Number: |
(972) 591-0027 |
| Website: |
Visit Website
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| Disclaimer |
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC, and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200806-2017725
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Business Description |
We are an organization of dedicated professionals with one mission:
To bring confidence and reassurance to our clients as we help them develop, manage and protect their life's objectives through unbiased cross-disciplinary advice, thorough and careful implementation; and uncompromising, high quality personal service.
This builds trustworthy relationships while developing our clients and friends into confident financial stewards who know their life's work has been protected and their objectives have been skillfully planned for. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
CO, FL, NY, TX, VA
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
4
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| I work with the following types of clients: |
Individual Investors
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| Foreign Languages Serviced: |
French
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Education |
| Academic Background |
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BS, Finance - University of Colorado
Graduate Certificate Finance Program - Southern Methodist University |
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Services |
| Investment Types: |
Stocks, Annuities, Alternative Investments, REITs, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLUŽ)
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| Securities Licenses: |
Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
1. For a comprehensive financial plan we charge a flat up front fee that is completely based on the complexity of the situation.
2. We get paid a fee or commission for any products a client chooses to implement.
3. After we have gone through the financial planning process we ask our clients that they introduce us to others who might benefit from our services.
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| Prepared By: |
Luke LeMener, CFP®, CLU |
| Most Recent Update: |
08/08/2008 |
Frequently Asked Questions |
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