wiseradvisor

James Miller
Lincoln Financial Advisors Corp.

Tel: (615) 750-0224
2100 West End Ave., Suite 800
Nashville, TN 37203

About Lincoln Financial Advisors Corp.

My goal is to be a mathematical steward of my clients long term wealth. I am very selective of the clients that I decide to accept and prefer to work with persons who have a desire to plan for long term financial success. Service first, service last, service always.


General Information

Name of Broker/Dealer:   Lincoln Financial Advisors Corporation
States Licensed in:   Fla, TN
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors


Services

Investment Types:   International Investments, Annuities, Bonds, Stocks
I can meet clients in the following ways:   At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Variable Life, Disability

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1.00%
Additional Details on Charges:   Assets under management fees Up to $500,000: 1.00% $500,000 to $1,000,000: 1.00% $1,000.000 or more: 1.00%


Education

Master of Divinity and Doctor of Ministry  Vanderbilt University
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Disclaimer

Securities and 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.
CRN200709-2008017

James Miller

James Miller

AWMA, AAMS®, None, CMFC®, CRPC®