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 Corporation States Licensed in:    CO, DC, MD, NC, PA, SC, VA Years of Experience in Financial Services:    21 Number of Years with Current Firm:    7
Education Academic Background   Bachelor of Science - Lynchburg College (1982)
Services Investment Types:    Mortgages & Real Estate, Alternative Investments, Annuities
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC) Securities Licenses:    Series 7, Series 6 Insurance and Annuity Licenses:    Long Term Care, Life, Health
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
Most Recent Update:	09/02/2008

Frequently Asked Questions

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