Business Description

Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a Trustworthy Relationship.
This type of relationship is built by creating a consistently comprehensive pro-active high touch process with you so you can invest your time on having fun and enjoying your life. Experience Wealth Management the way it should be.
We invite you to explore The Lineage Experience.

General Information

Gender:

Male

CRD#:

2871190

Insurance License#:

558414

Name of Broker/Dealer:

LPL Financial

Name of Custodial Firm:

LPL Financial

States Licensed in:

VA, AL, AZ, FL, GA, MD, MI, NC, PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:

Alternative Investments, Insurance, Annuities, Mutual Funds, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Insurance License (Life & Health; Long Term Care; Specify below)

Securities Licenses:

Series 6, Series 26, Series 65, Series 63

Insurance and Annuity Licenses:

Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

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

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

100,00,00

Compensation Methods:

Based on Assets, Hourly, Flat Fee, Commissions

Fee % Based on Assets:

1%-2.5%

Hourly Rate:

$150- $275

Flat Fee Rate:

Min $1500

Prepared By:

Peter Workman