Sagemark Consulting/Lincoln Financial Advisors - an independent
broker-dealer with a national network of financial professionals
- provides integrated, personalized solutions and fee-based
financial planning to help business owners, professionals,
executives and retirees develop complex estate, business
succession, retirement and investment plans. Sagemark
Consulting/Lincoln Financial Advisors, a broker/dealer (Member
SIPC) and a registered investment advisor, is an affiliate of
Lincoln Financial Group, the marketing name for Lincoln National
Corporation (NYSE: LNC) and its affiliates. Sagemark
Consulting/Lincoln Financial Group has a proud history of
helping empower Americans to take charge of their financial
lives with confidence and optimism. CRN-1851190-071917
|Firm Start Year:||2004|
|Name of Broker/Dealer:||Lincoln Financial Advisors Corporation|
|States Licensed in:||AZ, CA, HI, MD, NM, NY, OR, VA, WA|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Annuities , Mutual Funds , Bonds , Stocks , Insurance , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At your office , At your home , At my office , Via email|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life|
|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:||$250,000|
|Compensation Methods:||Flat Fee , Based on Assets , Commissions|
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.
As a CERTIFIED FINANCIAL PLANNER? Practitioner and Private Wealth Advisor, I specialize in retirement income and distribution planning for business owners, senior executives and professionals who are nearing or in retirement.
I accomplish this through the creation of custom financial plans. I believe that the foundation of a good financial plan is proper assumptions. One misstep can dramatically magnify a situation, leading to overconfidence or dejection. Clients value my team?s process-driven, highly customized analysis of their situation.
My financial education began almost twenty years ago as a Finance major at the University of Washington. Upon graduation, I worked as the New Business Coordinator for a private wealth management firm in Bellevue, Washington. I helped to systematize business operations and assisted in the preparation of all client meetings.
In 2003, I moved to San Diego where I worked as a Financial Planning Analyst at one of the nation?s leading insurance brokerage firms, specializing in risk management and employee benefits. I was responsible for all client service in the company?s initial venture to capture retail securities clients.