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Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Securities Corporation. Branch Office: 4606 Park Springs Blvd, Suite 140, Arlington, TX 76017. Securities and investment advisory services offered through Lincoln Financial Securities Corp., a broker/dealer (member SIPC) and a registered investment advisor. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals. Phoenix Wealth Partners is not an affiliate of Lincoln Financial Securities Corp.
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See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
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