Featured Business Financial Advisor in Nashville, TN
Nashville Financial Advisors
Lincoln Financial Advisors Corp.
2100 West End Ave., Suite 800
Nashville, TN 37203
(615) 750-0224
Advisor Profile
James Miller
Name:  James Miller
Phone Number:  (615) 750-0224
Disclaimer
Securities and 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.
CRN200709-2008017

About Lincoln Financial Advisors Corp.

My goal is to be a mathematical steward of my clients long term wealth. I am very selective of the clients that I decide to accept and prefer to work with persons who have a desire to plan for long term financial success. Service first, service last, service always.
 

General Information

Gender:    Male
CRD#:    3146396
Firm CRD#:    3978
Name of Broker/Dealer:    Lincoln Financial Advisors Corporation
States Licensed in:    Fla, TN
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Bachelor of Arts degree - Scarritt College (1971)

Master of Divinity - Vanderbilt Divinity School (1974)

Doctor of Ministry - Vanderbilt Divinity School (1978)
 

Services

Investment Types:    Annuities, International Investments, Bonds, Stocks
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Wealth Management Advisor(AWMA), Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®)
Securities Licenses:    Series 66, Series 63, Series 7
Insurance and Annuity Licenses:    Disability, Life, Variable Life, Variable Annuity
 

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee, Based on Assets
Fee % Based on Assets:    1.00%
Additional Details on Charges:    Assets under management fees Up to $500,000: 1.00% $500,000 to $1,000,000: 1.00% $1,000.000 or more: 1.00%
 
 
 
Prepared By: James Miller
 
 
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