Company Overview of Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation operates as a broker/dealer and investment advisor in the United States. The company offers estate planning services in the areas of property ownership, distribution strategies, and estate tax reduction techniques; and retirement planning services, including needs assessment, retirement income modeling, benefits analysis, and asset allocation strategies. It also provides investment planning services, such as advice, consulting, and planning; portfolio modeling, analysis, and design; development of investment policy statement; implementation of manager search and selection; and ongoing monitoring, due diligence, and reporting. In addition, the company of...
1300 South Clinton Street
Fort Wayne, IN 46802
Founded in 1968
Key Executives for Lincoln Financial Advisors Corporation
President of Employer Markets Segment
President of Lincoln Financial Distributors Inc
Director and President of Lincoln Financial Group
Compensation as of Fiscal Year 2013.
Lincoln Financial Advisors Corporation Key Developments
Lincoln Financial Advisors Corporation Appoints Greg Smith as Managing Principal
Oct 2 13
Greg Smith has been appointed Managing Principal of Lincoln Financial Advisors Corporation. In this capacity, Smith will lead efforts to widen LFA's footprint in this region and grow market share. Smith will report to Mike May, Managing Director of Lincoln Financial Advisors' Midwest regional planning group, which includes the Minneapolis regional offices. Smith brings more than 25 years of experience in the financial services industry to his new role. Prior to joining Lincoln Financial Advisors, Smith served as senior vice president and channel head at several firms including Crump Life Insurance Services in Schaumberg, IL, Sun Life Financial in Boston, MA, ING in Minneapolis, MN, and Lincoln Financial Distributors in Philadelphia, PA.
Lincoln Financial Advisors Corporation Appoints Gene Tannenbaum as Managing Director
Aug 5 13
Lincoln Financial Network announced that Gene Tannenbaum has been appointed managing director of Lincoln Financial Advisors Corp. (LFA), with responsibility for leading the Metro New York/New Jersey Regional Planning Group. Tannenbaum will manage the Long Island, New Jersey and New York regional planning offices responsible for recruiting and retaining advisors and driving sales growth and overall strategy execution for the region. Tannenbaum joins Lincoln Financial Advisors from Woodbury Financial Services, where he served from 2005 to 2013 as a regional vice president, in Poughquag, N.Y., for the northeast region.
Lincoln Financial Advisors Corporation Appoints Bill Fortner as Managing Director
Jun 17 13
Lincoln Financial Group announced that Bill Fortner has been appointed managing director with Lincoln Financial Advisors Corporation. Fortner will manage regional planning offices in Northern California, Oregon, and Washington State, and focus on growing market share and expanding its footprint in the region. Based in San Ramon, CA, Fortner will report to John DiMonda, SVP, Head of Lincoln Financial Advisors. Fortner, joins Lincoln Financial Advisors from MetLife, where he served as a regional sales vice president covering Southern California and Hawaii, from 2011 to 2013.
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