| Advisor Profile |
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| Name: |
Darrin Shallcross, CFP® |
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| Disclaimer |
Darrin Shallcross 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. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN200801-2012715 |
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Business Description |
Our company philosophy is to do whatever is required to get our clients to take the actions necessary to put their financial affairs in the best possible order. We believe in service - first, last and always. We believe that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter. We place a premium on relationship building, not product selling.
We help our clients make smart financial decisions by providing them with sound advice regarding retirement, investment and estate planning. |
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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: |
IL, IN, WI, MI, FL, OH
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| Years of Experience in Financial Services: |
3
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| Number of Years with Current Firm: |
3
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Stocks, Annuities, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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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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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Hourly, Flat Fee, Commissions, Based on Assets, Subscriptions
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| Prepared By: |
Darrin Shallcross, CFP® |
| Most Recent Update: |
12/02/2008 |
Frequently Asked Questions |
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