Featured Business Financial Advisor in Southfield, MI
Southfield Financial Advisors
Lincoln Financial Advisors
1000 Town Center, 26th Floor
Southfield, MI 48075
“You're In Charge (sm)”
Advisor Profile
Richard Truxall
Name:  Richard Truxall

About Lincoln Financial Advisors

At Lincoln, we use a holistic, fee-based financial planning process, which systematically addresses your specific and most important areas of concern and need. Often, those needs fall into at least one of these four categories:
1. Achieving Financial Independence
2. Investment Planning
3. Estate Planning
4. Business Owner Planning

Once we understand your specific needs and goals, we address them in three ways:
1. We bring creative design ideas to the table in the areas of wealth preservation, as well as wealth creation
2. We coordinate and collaborate with your other advisors, such as your accountant or attorney
3. We act as your catalyst to accomplish your most important financial goals

Lastly, we are a team of independent, fee-based advisors. Because of this independence, there are not limitations in the types of investments or strategies that we can use for our clients. In short, we help our clients find the solutions that best fit their unique needs and situation, without restriction or bias.
 

General Information

CRD#:    4631464
Firm CRD#:    3978
Name of Broker/Dealer:    Lincoln Financial Advisors
States Licensed in:    MI
States Willing to do Business in:   
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66, Series 63
Insurance and Annuity Licenses:    Life, Variable Annuity, Long Term Care, Variable Life, Annuity
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Richard Truxall