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Vienna Financial Advisors
Sagemark Consulting/Lincoln Financial Advisors Corp.
8219 Leesburg Pike, Suite 200
Vienna, VA 22182
(703) 873-7378
Advisor Profile
Name:  Pete Sharpe
Phone Number:  (703) 873-7378
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Disclaimer
Pete Sharpe is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisor services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200812-2024403

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
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 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