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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.
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Securities and investment advisory services offered through VALIC Financial Advisors, Inc. ("VFA"), member FINRA, SIPC and an SEC-registered investment advisor. VFA registered representatives offer securities and other products under retirement plans and IRAs, and to clients outside of such arrangements.
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The staff and advisors of Rubicon Advisors may be Registered Representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Fee-based investment advisory services may be offered through Rubicon Advisors, a Registered Investment Advisor or LPL Financial, a Registered Investment Advisor.
Capital Planning Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure.
Safeguard Investment Advisory Group, LLC, offers Registered Investment Advisor. A member of Ethics.net.