Connie ColeCRD Number: 1430007
Current Firm: Lincoln Financial Advisors Corporation
Connie Cole (CRD# 1430007) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 31 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Jefferson Pilot Securities Corporation||Concord, NH||Mar 2007 - Current||10|
|Lincoln Financial Advisors Corporation||Fort Wayne, IN||Apr 1991 - Current||26|
|The Lincoln National Life Insurance Company||Fort Wayne, IN||Apr 1991 - Apr 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV