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Arthur S. Littlefield is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018928 |
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Business Description |
| TRUST - RESULTS - EXPERIENCE You've crossed so many bridges to get to this point in your life. Now is the time to discover the most important one, the bridge to your financial future. Financial Strategies & Solutions Group (FSSG) is here to help you construct a bridge to the financial future you need and deserve. We are knowledgeable in estate preservation, wealth protection and transfer, business succession and continuity, investment and retirement strategies, business owner/employee benefits, charitable giving, and second marriage distribution plans. We'll work with you to understand your current financial picture, talk with you about the future you envision, and assist you in the construction of a bridge that moves you from today to tomorrow, protecting, preserving, and growing your assets. Your money matters. Trust FSSG for independent, strategic, and comprehensive plans that span the volatile waters and allow you to experience the financial freedom you deserve. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| Years of Experience in Financial Services: |
32
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| Number of Years with Current Firm: |
10
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Education |
| Academic Background |
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MBA, Finance - Indiana University, Bloomington (1975)
BA, Economics - DePauw University (1973) |
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Services |
| Investment Types: |
Stocks, Annuities, Mutual Funds, Alternative Investments, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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| Financial Organization Memberships: |
Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 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: |
$250,000
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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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| Additional Details on Charges: |
**Flat fee quoted in advance for planning services (Estate, Investment, Retirement, and Business Succession). The fee covers creation and presentation of a written financial plan based upon client data provided and the client's stated objectives. The fee does not cover legal, accounting, or valuation services.
Asset management fees determined on an individual basis
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| Prepared By: |
Arthur Littlefield |
Frequently Asked Questions |
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