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Featured Business Financial Advisor in Boca Raton, FL
Boca Raton Financial Advisors
Lincoln Financial Advisors
5355 Town Center Road, Suite 401
Boca Raton, FL 33486
(561) 869-6438
“"Helping You Manage Your Wealth Wisely"”
Advisor Profile
Michael Sullum
Name:  Michael Sullum
Phone Number:  (561) 869-6438
Disclaimer
Michael Sullum is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN201205-2067385

About Lincoln Financial Advisors

Michael and his team at Lincoln Financial Advisors pride themselves on bringing a much higher level of service, knowledge, expertise, and investment access than most people are accustomed too. Michael employs a disciplined, structured approach to developing each client's unique, hand crafted financial plan. This ensures that we always incorporate every clients' specific needs, goals and objectives to help achieve their financial success. Our extremely in-depth planning process uncovers coordination gaps and numerous planning opportunities that are too often missed or overlooked. Our open architecture platform is another key reason clients love working with us, as it gives them access to an enormous array of investments they may have otherwise not been able to obtain. Those that are ready to take their planning and investments to a much higher level end up being the right fit with us. We try and only take on a limited amount of new clients each year so we always want to make sure we would be the right fit first.
 

General Information

Gender:    Male
CRD#:    4320124
Firm CRD#:    3978
Insurance License#:    P033598
Name of Broker/Dealer:    Lincoln Financial Advisors Corp.
Name of Custodial Firm:    Fidelity
States Licensed in:    FL, PA, NY, SC, CT, GA, TX, NC
States Willing to do Business in:    Boca Raton,Boynton Beach,Delray Beach,Lake Worth,Palm Beach,Pompano Beach,Wellington
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    9
Work Experience:    17+
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Annuities, Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Insurance, Commodities
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 7, Series 55, Series 63, Series 65
Insurance and Annuity Licenses:    Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    50,000+
Assets Managed by Firm:    $160 billion
Advisor's Number of Clients:    150+
Advisor's Number of Managed Clients:    75+
Advisor's Number of Planning Clients:    50+
Assets Managed by Advisor:    $50 million+
 

Compliance

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:    $100,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Michael Sullum

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