| Advisor Profile |
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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 |
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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. |
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General Information |
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| Insurance License#: |
0E59068
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corporation
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| States Licensed in: |
CA, HI
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| Years of Experience in Financial Services: |
6
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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
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Education |
| Academic Background |
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University of Washington
B.A. Finance |
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Services |
| Investment Types: |
Stocks, Annuities, Insurance, 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, Series 65
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| Insurance and Annuity Licenses: |
Annuity, Variable Annuity, Variable Life, Long Term Care, Disability, Life
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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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| 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: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Prepared By: |
Scott Ida CFP® |
Frequently Asked Questions |
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