Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
If you would like to learn more about our services and philosophy we'd encourage you to review the various written and recorded insights and commentary Lincoln Financial Advisors Corp. has provided regionally or nationally on financially related topics and current issues.
Here you will find an archive of our client newsletters, distributed press releases, contributory articles, and other instances where we have served as a resource to the local, regional or national media. In turn, you will also find links for your reference and review as appropriate to your particular situation.
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See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
