Business Description
We help our clients achieve a sense of comfort toward the attainment of their financial objectives by providing customized financial planning advice and exceptional client service.
General Information Gender:    Male CRD#:    1746447 Firm CRD#:    3978 Name of Broker/Dealer:    Lincoln Financial Advisors Corp. States Licensed in:    CO, DC, MD, NC, PA, SC, VA, OH Years of Experience in Financial Services:    21 Number of Years with Current Firm:    7
Education Academic Background   Bachelor of Science degree - Lynchburg College (1982)
Services Investment Types:    Stocks, Annuities, Alternative Investments, Real Estate Investment Trusts, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) Securities Licenses:    Series 7, Series 6 Insurance and Annuity Licenses:    Life, Health, Long Term Care
Firm Information Number of Advisors in Office:    Over 1000 employees
Compliance 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:    $250,000 Compensation Methods:    Based on Assets, Commissions Fee % Based on Assets:    1% Additional Details on Charges:    1-1.25% asset management fees.
Prepared By:	Pete Sharpe

Frequently Asked Questions

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