Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Securities offered through Lincoln Financial Advisors Corp., a member of SIPC, 1301 South Harrison Street, Fort Wayne, IN., 46802, tel: 800-237-3813. Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment adviser. Insurance offered through Lincoln affiliates and other fine companies. In Michigan, securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker-dealer, a registered investment adviser and an insurance agency. In California, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In Utah, LFA Insurance Agency. In Washington, insurance offered through Lincoln Financial Advisors Corp., LFA, Limited Liability Company and other fine companies. Lincoln Financial Advisors Corp. and its financial professionals do not provide legal or tax advice.
Not all financial professionals with our firm are able to offer advisory services.
See Lincoln Financial Advisors Corp. (LFA’s) Form CRS - Customer Relationship Summary, available
here (PDF), 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. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Wealthscape Investor℠ is a service mark of FMR LLC.
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity's retail and capital markets businesses, bringing NFS assets under administration over $4 trillion as of October 31, 2019.
Fidelity Clearing & Custody Solutions® and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Lincoln Financial Advisors Corp. ("LFA"). Fidelity is a service provider to LFA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial professional and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by LFA and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908746.1.0