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About Lineage Wealth Management, Inc |
Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a
Trustworthy Relationship.
This type of relationship is built by creating a consistently comprehensive pro-active high touch
process with you so you can invest your time on having fun and enjoying your life. Experience
Wealth Management the way it should be.
We invite you to explore The Lineage Experience. |
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General Information |
| Years of Experience in Financial Services: |
26
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| Work Experience: |
26 Years
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| States Licensed in: |
VA, AL, AZ, FL, GA, MD, MI, NC, PA
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| Name of Custodial Firm: |
LPL Financial
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| Number of Years with Current Firm: |
18
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| Insurance License#: |
558414
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
LPL Financial
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI), Investment Advisory Services
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 26, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Assets Managed by Firm: |
Yes
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
1%-2.5%
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Fee Charged for Hourly Planning Accounts: |
$150
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