| Advisor Profile |
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| Name: |
Ron Cain, CFP®, RFC, PFS |
| Phone Number: |
(330) 267-0918 |
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| Request More Information |
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| Disclaimer |
Ron Cain is registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice.
* Licensed, not practicing.
CRN200910-2035468
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Business Description |
| Our firm's philosophy - "Serve First, Last and Always" - was conceived over 60 years ago and still drives our business today. Abundant intellectual capital is one of our greatest strengths. Objectivity is the key to our process. As a company, we believe in providing our clients solutions with clarity that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrfice the former for the latter. |
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General Information |
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| Insurance License#: |
601545
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
AZ, IL, NV, NC, OH
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| States Willing to do Business in: |
MI, IN, PA
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| Years of Experience in Financial Services: |
16
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Non-Profit Organizations, Business Owners, Individual Investors
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Services |
| Investment Types: |
Stocks, Bonds, Annuities, Insurance, Commodities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)*, Registered Financial Consultant (RFC), Personal Financial Specialist (PFS)
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| Securities Licenses: |
Series 63, Series 7
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| Insurance and Annuity Licenses: |
Disability Income, Variable Annuity, Life, Health, Annuity, Variable Life, Long Term Care
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| Financial Organization Memberships: |
American Institute of Certified Public Accountants (AICPA), Million Dollar Roundtable, Society of Financial Services Professionals, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
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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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Prepared By: |
Ron Cain, CFP®, RFC, PFS |
Frequently Asked Questions |
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