| Advisor Profile |
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| Name: |
Tim Matthew |
| Phone Number: |
(304) 212-4197 |
| Website: |
Visit Website
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| Disclaimer |
Tim Matthew is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC, and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018407
*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp. or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA plans.
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Business Description |
FamilyWealth Management Group, LLC is a fee-based financial planning firm. We assist our clients by guiding them toward their financial goals. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
Our overriding philosophy is to serve our clients through quality service, dedicated staff and ongoing education.
Our concern for quality customer services still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us. |
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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: |
OH, WV, PA, VA, UT
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| Years of Experience in Financial Services: |
7
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Insurance, Annuities, Stocks, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Plans Specialist (CRPS®), Accredited Investment Fiduciary® (AIF)*
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Fixed Annuity, Disability Income, Variable Life, Life, Health, Accident, Long Term Care, Variable Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
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| Non-Financial Organization Memberships: |
Manchester Who's Who
National Rifle Association
Pittsburgh Human Resource Association
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Advisor's Number of Clients: |
75
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Compliance |
| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
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: |
$50,000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly
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| Prepared By: |
Tim Matthew |
| Most Recent Update: |
07/21/2008 |
Frequently Asked Questions |
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