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La Jolla Financial Advisors
Lincoln Financial Advisors
4250 Executive Square, Suite 700
La Jolla, CA 92037
(858) 952-1842
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Advisor Profile
Name:  Scott Ida CFP®
Phone Number:  (858) 952-1842
Website:  Visit Website
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Disclaimer
Scott Ida is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.

CRN200904-2028448

Business Description

We help individuals and families preserve and grow their wealth. As your planner, I'm committed to providing you with fresh insights, objective, individualized advice, a proven planning process, and outstanding service to help you achieve your long-term financial goals.

Through proper planning, you can lessen the affect that outside variables have on your retirement future. The market should not dictate when you will retire, you should.
 

General Information

Gender:    Male
CRD#:    4544204
Firm CRD#:    3978
Insurance License#:    0E59068
Name of Broker/Dealer:    Lincoln Financial Advisors Corporation
States Licensed in:    CA, HI, NM, OR, VA
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    4
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
University of Washington
B.A. Finance
 

Services

Investment Types:    Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Commodities, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 63, Series 7, Series 65
Insurance and Annuity Licenses:    Disability, Long Term Care, Variable Life, Variable Annuity, Annuity, Life
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

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:    $100,000
Compensation Methods:    Flat Fee, Based on Assets, Commissions
 
 
 
Prepared By: Scott Ida CFP®