Lincoln Financial Securities Corporation
Industry: Company
DescriptionHeadquarters: Concord, NH Founded: 1969 Parent organization: Lincoln National Corporation Subsidiaries: Jefferson Pilot Insurance Agency of Texas Inc.,
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Lincoln Financial Securities Corporation Employees
Employee
Years
Job
Industry
Josh Hampton Josh Hampton's Lincoln Financial Securities Corporation Experience May 2012 - November 2012
Job Wealth Advisor at Level Four Advisory Services
Industry Financial Services
Experience
Level Four Advisory Services, LLC June 2011 - Present
LPL Financial November 2012 - Present
Lincoln Financial Securities Corporation May 2012 - November 2012
Halliburton May 2010 - August 2010
Halliburton May 2009 - August 2009
Halliburton May 2008 - August 2008
Halliburton May 2007 - August 2007
Skills
Investments, Financial Analysis, Microsoft Office, Life Insurance, Strategic Financial..., Asset Management, Financial Planning, Alternative Investments, Investment Management, Equities, Six Sigma, Lean Manufacturing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2011
Masters, Accountancy
Auburn University, College of Business 2006 — 2010
BA of Science in Business Administration, Finance, Accounting
The Woodlands High School 2002 — 2006
Level Four Advisory Services, LLC June 2011 - Present
LPL Financial November 2012 - Present
Lincoln Financial Securities Corporation May 2012 - November 2012
Halliburton May 2010 - August 2010
Halliburton May 2009 - August 2009
Halliburton May 2008 - August 2008
Halliburton May 2007 - August 2007
Skills
Investments, Financial Analysis, Microsoft Office, Life Insurance, Strategic Financial..., Asset Management, Financial Planning, Alternative Investments, Investment Management, Equities, Six Sigma, Lean Manufacturing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2011
Masters, Accountancy
Auburn University, College of Business 2006 — 2010
BA of Science in Business Administration, Finance, Accounting
The Woodlands High School 2002 — 2006
Karen S. Merritt, CPA Karen S. Merritt, CPA's Lincoln Financial Securities Corporation Experience 2011 - Present
Job CPA at Karen S. Merritt, CPA
Industry Accounting
Experience
Lincoln Financial Securities Corporation 2011 - Present
Karen S. Merritt, CPA January 1996 - Present
Blue Cross Blue Shield of NC January 1994 - January 1996
Ruth M. Rogers, CPA January 1993 - January 1994
Pless & Griffin, CPA's January 1990 - January 1991
Education
East Carolina University 1981 — 1985
BSBA Degree, Major, Accounting and Finance, Magna Cum Laude, CPA, Series 7, 66
Lincoln Financial Securities Corporation 2011 - Present
Karen S. Merritt, CPA January 1996 - Present
Blue Cross Blue Shield of NC January 1994 - January 1996
Ruth M. Rogers, CPA January 1993 - January 1994
Pless & Griffin, CPA's January 1990 - January 1991
Education
East Carolina University 1981 — 1985
BSBA Degree, Major, Accounting and Finance, Magna Cum Laude, CPA, Series 7, 66
Chuck Farmer Chuck Farmer's Lincoln Financial Securities Corporation Experience May 2010 - November 2012
Job Owner/Partner/Financial Consultant at Knox Wealth Partners
Industry Financial Services
Experience
Knox Wealth Partners October 2014 - Present
LPL Financial November 2012 - Present
ATW November 2012 - October 2014
Lincoln Financial Securities Corporation May 2010 - November 2012
BB&T Insurance October 2004 - November 2008
BB&T investment Services, Inc October 2004 - November 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Wealth Management, Investments, Insurance, Retirement, Securities, FINRA, Financial Services, Series 6, 401k, Family Business, Non-Qualified Deferred..., Series 63, Personal Financial..., Finance, Investment Advisory, IRAs, Business Strategy
Education
Princeton Theological Seminary 1976 — 1979
Master of Divinity (M.Div.)
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor's degree
Memphis University School 1969 — 1972
High School Diploma
Knox Wealth Partners October 2014 - Present
LPL Financial November 2012 - Present
ATW November 2012 - October 2014
Lincoln Financial Securities Corporation May 2010 - November 2012
BB&T Insurance October 2004 - November 2008
BB&T investment Services, Inc October 2004 - November 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Wealth Management, Investments, Insurance, Retirement, Securities, FINRA, Financial Services, Series 6, 401k, Family Business, Non-Qualified Deferred..., Series 63, Personal Financial..., Finance, Investment Advisory, IRAs, Business Strategy
Education
Princeton Theological Seminary 1976 — 1979
Master of Divinity (M.Div.)
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor's degree
Memphis University School 1969 — 1972
High School Diploma
Karen S. Merritt, CPA Karen S. Merritt, CPA's Lincoln Financial Securities Corporation Experience 2011 - Present
Job Investment Advisor Respresentative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation 2011 - Present
Education
East Carolina University 1981 — 1985
BSBA, Major, Accounting and Finance, Magna Cum Laude, CPA, Series 7, 66
Lincoln Financial Securities Corporation 2011 - Present
Education
East Carolina University 1981 — 1985
BSBA, Major, Accounting and Finance, Magna Cum Laude, CPA, Series 7, 66
Brandy Mohan Brandy Mohan's Lincoln Financial Securities Corporation Experience September 2006 - June 2009
Job Financial Services
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Zelek & Associates / Investor's Capital Corporation April 2012 - March 2015
Zelek & Associates / Lincoln Financial Securites Corporation December 2010 - April 2012
Lincoln Financial Securities Corporation September 2006 - June 2009
Benckmark Association Services October 2005 - May 2006
Skills
Series 7, Series 24, Series 66, Financial Advisory, Life Insurance, Health Insurance, Notary Public
Education
Southern New Hampshire University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Moultonborough Academy 1996 — 2000
Citizens Bank June 2015 - Present
Zelek & Associates / Investor's Capital Corporation April 2012 - March 2015
Zelek & Associates / Lincoln Financial Securites Corporation December 2010 - April 2012
Lincoln Financial Securities Corporation September 2006 - June 2009
Benckmark Association Services October 2005 - May 2006
Skills
Series 7, Series 24, Series 66, Financial Advisory, Life Insurance, Health Insurance, Notary Public
Education
Southern New Hampshire University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Moultonborough Academy 1996 — 2000
Roger Eth Roger Eth's Lincoln Financial Securities Corporation Experience August 2012 - Present
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation August 2012 - Present
Intercontinental Asset Management Group August 2008 - July 2012
The Bank of New York Mellon - Mexico April 2006 - August 2008
The Bank of New York September 2002 - September 2006
The Bank of New York March 1996 - August 2002
Skills
Business Development, Investments, Emerging Markets, Equities, Financial Analysis, Private Equity, Alternative Investments, Securities, Fixed Income, Asset Allocation, Finance, Wealth Management, Financial Advisory, Loans, Portfolio Management, Financial Services, Asset Managment, Estate Planning, Banking, Credit, Mutual Funds, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Series 7, 401k, Investment Advisory, Financial Risk, Retirement Planning, Valuation, Due Diligence, Strategic Financial..., Financial Modeling, Capital Markets, Insurance, Financial Planning
Education
Georgetown University 1983 — 1985
MA, Latin American Studies
University of Wisconsin-Madison 1979 — 1983
BA, Economics, Ibero-American Studies, Spanish
Edgemont High School 1975 — 1979
Lincoln Financial Securities Corporation August 2012 - Present
Intercontinental Asset Management Group August 2008 - July 2012
The Bank of New York Mellon - Mexico April 2006 - August 2008
The Bank of New York September 2002 - September 2006
The Bank of New York March 1996 - August 2002
Skills
Business Development, Investments, Emerging Markets, Equities, Financial Analysis, Private Equity, Alternative Investments, Securities, Fixed Income, Asset Allocation, Finance, Wealth Management, Financial Advisory, Loans, Portfolio Management, Financial Services, Asset Managment, Estate Planning, Banking, Credit, Mutual Funds, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Series 7, 401k, Investment Advisory, Financial Risk, Retirement Planning, Valuation, Due Diligence, Strategic Financial..., Financial Modeling, Capital Markets, Insurance, Financial Planning
Education
Georgetown University 1983 — 1985
MA, Latin American Studies
University of Wisconsin-Madison 1979 — 1983
BA, Economics, Ibero-American Studies, Spanish
Edgemont High School 1975 — 1979
John Pivirotto John Pivirotto's Lincoln Financial Securities Corporation Experience 2002 - Present
Job President of Financial Concepts & Investment Advisor Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation 2002 - Present
Financial Concepts Insurance & Financial Services January 1990 - Present
Education
San Diego State University-California State University 1975 — 1978
Bachelor of Science, Television & Film Production/Business
Lincoln Financial Securities Corporation 2002 - Present
Financial Concepts Insurance & Financial Services January 1990 - Present
Education
San Diego State University-California State University 1975 — 1978
Bachelor of Science, Television & Film Production/Business
Marc Lopresti Marc Lopresti's Lincoln Financial Securities Corporation Experience December 2006 - Present
Job Investment Advisor Representative . CFP® . MBA
Industry Financial Services
Experience
Lincoln Financial Securities Corporation December 2006 - Present
Bulldog Printing January 1994 - June 2006
Education
The Pennsylvania State University, Smeal Business School 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego 1987 — 1991
Bachelor of Science (B.S.), Quantitative Economics and Decisions Sciences
Lincoln Financial Securities Corporation December 2006 - Present
Bulldog Printing January 1994 - June 2006
Education
The Pennsylvania State University, Smeal Business School 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego 1987 — 1991
Bachelor of Science (B.S.), Quantitative Economics and Decisions Sciences
Alan Johnson's Lincoln Financial Securities Corporation Experience January 2009 - May 2009
Job Business Development Manager at The Entrust Group
Industry Investment Management
Experience
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
Robert P. Berk Robert P. Berk's Lincoln Financial Securities Corporation Experience July 2004 - Present
Job Owner / General Agent at Florida Financial Insurance Group; Registered Representative of Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities Corporation July 2004 - Present
Florida Financial Insurance Group March 2012 - Present
Quest, Inc. 1995 - Present
NAIFA Central Florida 2004 - June 2014
University of Central Florida Foundation 2009 - March 2014
University of Central Florida Alumni Association 2008 - 2009
Lincoln Financial Group July 2004 - August 2008
Skills
Leadership, Disability Insurance, Financial Services, Retail, Life Insurance, Retirement Planning, Training, Securities, Insurance, Whole Life, Strategic Financial..., Customer Service, Fixed Annuities, Series 6, Mutual Funds, Public Speaking, Finance, Retirement, Term Life Insurance, Marketing Strategy, Variable Annuities, Brokers, Management, Investments, Public Relations, Social Media, Fundraising, Long-term Care, Estate Planning, Employee Benefits, Marketing, Underwriting, FINRA, 401k, PowerPoint, Microsoft Office, Leadership Development, Health Insurance, Small Business, Long Term Care Insurance, Microsoft Excel, Financial Advisory, Sales, Nonprofits, Event Planning, Financial Analysis, Strategic Planning, Team Building, Wealth Management, Portfolio Management
Education
University of Central Florida - College of Business Administration 1981 — 1984
BSBA, Finance and Management
Oxford College of Emory University 1979 — 1981
General Studies
Edgewater High School 1977 — 1979
Diploma
Lincoln Financial Securities Corporation July 2004 - Present
Florida Financial Insurance Group March 2012 - Present
Quest, Inc. 1995 - Present
NAIFA Central Florida 2004 - June 2014
University of Central Florida Foundation 2009 - March 2014
University of Central Florida Alumni Association 2008 - 2009
Lincoln Financial Group July 2004 - August 2008
Skills
Leadership, Disability Insurance, Financial Services, Retail, Life Insurance, Retirement Planning, Training, Securities, Insurance, Whole Life, Strategic Financial..., Customer Service, Fixed Annuities, Series 6, Mutual Funds, Public Speaking, Finance, Retirement, Term Life Insurance, Marketing Strategy, Variable Annuities, Brokers, Management, Investments, Public Relations, Social Media, Fundraising, Long-term Care, Estate Planning, Employee Benefits, Marketing, Underwriting, FINRA, 401k, PowerPoint, Microsoft Office, Leadership Development, Health Insurance, Small Business, Long Term Care Insurance, Microsoft Excel, Financial Advisory, Sales, Nonprofits, Event Planning, Financial Analysis, Strategic Planning, Team Building, Wealth Management, Portfolio Management
Education
University of Central Florida - College of Business Administration 1981 — 1984
BSBA, Finance and Management
Oxford College of Emory University 1979 — 1981
General Studies
Edgewater High School 1977 — 1979
Diploma
Gary P. Lux, ChFC, CFP Gary P. Lux, ChFC, CFP's Lincoln Financial Securities Corporation Experience September 2008 - Present
Job Registered Representative, Investment Advisor Representitive at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Patriot Benefit Resources LLC May 2009 - Present
Lincoln Financial Securities Corporation September 2008 - Present
Fortune Strategies LLC November 1987 - Present
New York Life November 1978 - April 2004
Skills
Retirement Planning, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, Estate Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Financial Planners
Education
Temple University - Fox School of Business and Management 1973 — 1978
BBA, Accounting, Economics
Council Rock H.S. 1971 — 1973
diploma
American College
CLU, ChFC, Financial Services
Patriot Benefit Resources LLC May 2009 - Present
Lincoln Financial Securities Corporation September 2008 - Present
Fortune Strategies LLC November 1987 - Present
New York Life November 1978 - April 2004
Skills
Retirement Planning, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, Estate Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Financial Planners
Education
Temple University - Fox School of Business and Management 1973 — 1978
BBA, Accounting, Economics
Council Rock H.S. 1971 — 1973
diploma
American College
CLU, ChFC, Financial Services
Daniel McDermott Daniel McDermott's Lincoln Financial Securities Corporation Experience July 2008 - Present
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Facilities Services
Experience
Lincoln Financial Securities Corporation July 2008 - Present
New England Securities July 1995 - June 2003
Penn Mutual Life Insurance / Hornor, Townsend & Kent, Inc. June 1989 - June 1995
Skills
Advisory Representative, Securities, Retirement Planning, 401k, Strategic Financial..., Disability Insurance, Mutual Funds, Public Speaking, Financial Planning, Casualty, Insurance, Life Insurance, Risk Mamagment
Education
Rio Hondo College 1974 — 1976
Geology/Earth Science, General
Cantwell High School 1968 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honor roll
Lincoln Financial Securities Corporation July 2008 - Present
New England Securities July 1995 - June 2003
Penn Mutual Life Insurance / Hornor, Townsend & Kent, Inc. June 1989 - June 1995
Skills
Advisory Representative, Securities, Retirement Planning, 401k, Strategic Financial..., Disability Insurance, Mutual Funds, Public Speaking, Financial Planning, Casualty, Insurance, Life Insurance, Risk Mamagment
Education
Rio Hondo College 1974 — 1976
Geology/Earth Science, General
Cantwell High School 1968 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honor roll
Steven C. Sovde, CFS's Lincoln Financial Securities Corporation Experience May 2015 - Present
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation May 2015 - Present
Strategic Tax & Retirement Wealth Strategies January 2007 - Present
Global Financial Private Capital, LLC April 2010 - May 2015
Jefferson Pilot Financial March 2003 - September 2009
Allmerica Financial, Inc. January 1999 - March 2003
Skills
Retirement Planning, Retirement, IRAs, Wealth Management, Estate Planning, Fixed Annuities, Asset Allocation, Strategic Financial..., Series 7, Life Insurance, Investments, Securities, Investment Advisory, Insurance, Financial Planners, Financial Advisory, 401k, Asset Management, Investment Strategies, Wealth Management..., Term Life Insurance, Series 63, Portfolio Management, Universal Life, Small Business, Retirement Plan..., Wealth Accumulation, ETFs, Variable Annuities, Mortgage Lending, Series 65, Employee Benefits, Pensions, Whole Life, Asset, High Net Worth..., Alternative Investments, Profit Sharing, Wealth, 401k Rollovers, Roth IRA, Qualified Retirement..., Mutual Funds, Series 6, Financial Services, Series 24, Financial Planning
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Lincoln Financial Securities Corporation May 2015 - Present
Strategic Tax & Retirement Wealth Strategies January 2007 - Present
Global Financial Private Capital, LLC April 2010 - May 2015
Jefferson Pilot Financial March 2003 - September 2009
Allmerica Financial, Inc. January 1999 - March 2003
Skills
Retirement Planning, Retirement, IRAs, Wealth Management, Estate Planning, Fixed Annuities, Asset Allocation, Strategic Financial..., Series 7, Life Insurance, Investments, Securities, Investment Advisory, Insurance, Financial Planners, Financial Advisory, 401k, Asset Management, Investment Strategies, Wealth Management..., Term Life Insurance, Series 63, Portfolio Management, Universal Life, Small Business, Retirement Plan..., Wealth Accumulation, ETFs, Variable Annuities, Mortgage Lending, Series 65, Employee Benefits, Pensions, Whole Life, Asset, High Net Worth..., Alternative Investments, Profit Sharing, Wealth, 401k Rollovers, Roth IRA, Qualified Retirement..., Mutual Funds, Series 6, Financial Services, Series 24, Financial Planning
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Mark Salesman's Lincoln Financial Securities Corporation Experience August 2004 - Present
Job Registered Representative and Principal at Lincoln Financial Securities Corporation
Industry Insurance
Experience
Advisors Financial Group August 2004 - Present
Lincoln Financial Securities Corporation August 2004 - Present
Skills
Insurance, Business Strategy, Sales Management, Marketing, Business Development, Business Planning, Marketing Strategy, Customer Service, Estate Planning, Buy-sell Agreements, Family Protection, Recruiting
Education
Indiana State University
Business Administration and Management, General
Lincoln Trail College
Associate of Arts and Sciences (AAS), Petroleum Technology
Advisors Financial Group August 2004 - Present
Lincoln Financial Securities Corporation August 2004 - Present
Skills
Insurance, Business Strategy, Sales Management, Marketing, Business Development, Business Planning, Marketing Strategy, Customer Service, Estate Planning, Buy-sell Agreements, Family Protection, Recruiting
Education
Indiana State University
Business Administration and Management, General
Lincoln Trail College
Associate of Arts and Sciences (AAS), Petroleum Technology
Earl Breaux's Lincoln Financial Securities Corporation Experience 1989 - Present
Job Registed Representive
Industry Financial Services
Experience
Lincoln Financial Securities Corporation 1989 - Present
Skills
Fixed Annuities, Life Insurance, Estate Planning, Retirement Planning
Education
Nichols State University 1967 — 1971
Batchelor of Science, Business Administration
Louisiana State University
School of Banking of the South
Lincoln Financial Securities Corporation 1989 - Present
Skills
Fixed Annuities, Life Insurance, Estate Planning, Retirement Planning
Education
Nichols State University 1967 — 1971
Batchelor of Science, Business Administration
Louisiana State University
School of Banking of the South
Gene Offredi's Lincoln Financial Securities Corporation Experience July 1995 - March 2008
Job Summit Investor Coach,LLC Guiding people, families and business owners to financial independence
Industry Financial Services
Experience
Summit Investor Coach, LLC September 2002 - Present
Lincoln Financial Securities Corporation July 1995 - March 2008
CIGNA September 1967 - July 1995
University of New Haven September 1956 - February 1965
United States Air Force September 1951 - April 1954
Education
University of Connecticut 1954 — 1956
Bachelor of Science.(BS) Accounting and Business Administration, Accounting and business administration degree
Quinnipaic University 1949 — 1951
Associate of Science (AS), Accounting and business administration degree
Summit Investor Coach, LLC September 2002 - Present
Lincoln Financial Securities Corporation July 1995 - March 2008
CIGNA September 1967 - July 1995
University of New Haven September 1956 - February 1965
United States Air Force September 1951 - April 1954
Education
University of Connecticut 1954 — 1956
Bachelor of Science.(BS) Accounting and Business Administration, Accounting and business administration degree
Quinnipaic University 1949 — 1951
Associate of Science (AS), Accounting and business administration degree
Ron Jedda's Lincoln Financial Securities Corporation Experience Registered RepresentativeCongressman John Shimkus1992 - Present
Job Registered Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation Registered RepresentativeCongressman John Shimkus1992 - Present
Education
Southern Illinois University, Edwardsville 1965 — 2005
Collinsville High school
Lincoln Financial Securities Corporation Registered RepresentativeCongressman John Shimkus1992 - Present
Education
Southern Illinois University, Edwardsville 1965 — 2005
Collinsville High school
Leonard W. Rip Warner, Jr's Lincoln Financial Securities Corporation Experience August 2014 - Present
Job Registered Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation August 2014 - Present
Advisors Financial Group September 1997 - Present
Jefferson-Pilot Corporation May 1971 - August 1997
Skills
Securities, Sales, Financial Services, Life Insurance, Disability Insurance, Estate Planning, Sales Management, Customer Service, Series 7, Series 63
Education
University of Mississippi 1965 — 1970
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lincoln Financial Securities Corporation August 2014 - Present
Advisors Financial Group September 1997 - Present
Jefferson-Pilot Corporation May 1971 - August 1997
Skills
Securities, Sales, Financial Services, Life Insurance, Disability Insurance, Estate Planning, Sales Management, Customer Service, Series 7, Series 63
Education
University of Mississippi 1965 — 1970
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jon Marvin's Lincoln Financial Securities Corporation Experience January 2012 - Present
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Insurance
Experience
Lincoln Financial Securities Corporation January 2012 - Present
Charter New England Agency, Inc. October 1997 - December 2011
Chubb Life/ Jefferson Pilot May 1995 - October 1997
Phoenix Home Life Mutual Insurance Company 1994 - 1995
Phoenix Home Life Mutual Insurance Company 1993 - 1994
Phoenix Home Life Mutual Insurance Company 1992 - 1993
Skills
Investments, Insurance, Securities, Strategy, Finance, Financial Services, Retirement Planning, Strategic Planning, Wealth Management
Education
The American College 2004 — 2009
Master of Science in Financial Services, Investments and Securities
Bowdoin College 1974 — 1978
Bachelor of Arts (B.A.), History and Government
Lincoln Financial Securities Corporation January 2012 - Present
Charter New England Agency, Inc. October 1997 - December 2011
Chubb Life/ Jefferson Pilot May 1995 - October 1997
Phoenix Home Life Mutual Insurance Company 1994 - 1995
Phoenix Home Life Mutual Insurance Company 1993 - 1994
Phoenix Home Life Mutual Insurance Company 1992 - 1993
Skills
Investments, Insurance, Securities, Strategy, Finance, Financial Services, Retirement Planning, Strategic Planning, Wealth Management
Education
The American College 2004 — 2009
Master of Science in Financial Services, Investments and Securities
Bowdoin College 1974 — 1978
Bachelor of Arts (B.A.), History and Government
Ron Farrow's Lincoln Financial Securities Corporation Experience January 1997 - Present
Job Registered Principal at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation January 1997 - Present
BlueCross BlueShield of Tennessee June 1993 - July 1996
Candlewick Yarns January 1985 - May 1993
Education
The University of Tennessee at Chattanooga 1989 — 1993
Bachelor of Science (B.S.), Business Administraton
Lincoln Financial Securities Corporation January 1997 - Present
BlueCross BlueShield of Tennessee June 1993 - July 1996
Candlewick Yarns January 1985 - May 1993
Education
The University of Tennessee at Chattanooga 1989 — 1993
Bachelor of Science (B.S.), Business Administraton
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY