Our Philosophy: Serve first, long-term relationship, strict confidentiality. Coordinate with your current advisors to create a team of experienced professionals working on your behalf- Educate you as to your alternatives so you may make informed decisions. Develop a resource center to provide up-to-date information for your particular situation. Action orientation.
Firm Start Year
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Fee % Based on Assets
Bachelor of Science - Business Administration
Bachelor of Science in Business -
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Mississippi, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFAs Forms ADV, Part 2A, which describe LFAs investment advisory services, Regulation Best Interest Disclosure Document, which describes LFAs broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
First Financial Group of the South and Financial Edge are not affiliates of Lincoln Financial Advisors Corp.