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Featured Business Financial Advisor in La Jolla, CA
La Jolla Financial Advisors
Lincoln Financial Advisors
4250 Executive Square, Suite 700
La Jolla, CA 92037
(858) 550-2867
Advisor Profile
Scott Ida CFP
Name:  Scott Ida CFP
Phone Number:  (858) 550-2867
Scott Ida is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.


About Lincoln Financial Advisors

Sagemark Consulting/Lincoln Financial Advisors - an independent
broker-dealer with a national network of financial professionals
- provides integrated, personalized solutions and fee-based
financial planning to help business owners, professionals,
executives and retirees develop complex estate, business
succession, retirement and investment plans. Sagemark
Consulting/Lincoln Financial Advisors, a broker/dealer (Member
SIPC) and a registered investment advisor, is an affiliate of
Lincoln Financial Group, the marketing name for Lincoln National
Corporation (NYSE: LNC) and its affiliates. Sagemark
Consulting/Lincoln Financial Group has a proud history of
helping empower Americans to take charge of their financial
lives with confidence and optimism. CRN-1851190-071917

General Information

Gender:    Male
CRD#:    4544204
Firm CRD#:    3978
Insurance License#:    0E59068
Name of Broker/Dealer:    Lincoln Financial Advisors Corporation
States Licensed in:    AZ, CA, HI, MD, NM, NY, OR, VA, WA
States Willing to do Business in:   
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    11
I work with the following types of clients:    Businesses, Individual Investors


Academic Background
University of Washington
B.A. Finance


Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 63, Series 7, Series 65
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life


Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Based on Assets, Commissions
Prepared By: Scott Ida CFP

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