| Advisor Profile |
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| Name: |
Eric Seger |
| Phone Number: |
(248) 438-5296 |
| Website: |
Visit Website
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| Disclaimer |
Eric Seger is a registered representative of Lincoln Financial Advisor Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC), registered investment advisor and an insurance agency. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018405 |
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Business Description |
| My professional goal, as a CFP(R), is to personally and comprehensively guide my clients as they transition through the accumulation, retirement, and distribution phases of wealth management. I am dedicated to implementing the most innovative and objective wealth management tools available without any corporate influence. My success is measured by my clients' ability to achieve their goals and to prosper from my advice now and in the future for subsequent generations. |
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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: |
CO, FL, IN, MI, OH, PA, TX
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| States Willing to do Business in: |
CO, FL, IN, MI, OH, PA, TX
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
8
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| I work with the following types of clients: |
Business Owners, Individual Investors
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Education |
| Academic Background |
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BS, Engineering - Michigan State University
MBA - University of Michigan |
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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: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 63, Series 7
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| Insurance and Annuity Licenses: |
Disability Income, Variable Life, Life, Health, Annuity, Long Term Care, Variable Annuity
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| Financial Organization Memberships: |
President of the Detroit SFSP, Million Dollar Roundtable, Society of Financial Services Professionals
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Investment Advisor Representative: |
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: |
$500,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Eric Seger |
| Most Recent Update: |
08/12/2008 |
Frequently Asked Questions |
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