Featured Business Financial Advisor in Scottsdale, AZ
Scottsdale Financial Advisors
Backbone Financial
4900 N Scottsdale Road, Suite 3700
Scottsdale, AZ 85234
Phone Number
“Serving the needs of the "Backbone" of the American economy”
Advisor Profile
Austin Peterson, CFP,CLU, MBA
Name:  Austin Peterson, CFP,CLU, MBA
Website:  Visit Website
Disclaimer
Austin L. Peterson 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. Backbone Financial is a marketing name for business conducted through Lincoln Financial Advisors Corp. CRN-2267116-100418

About Backbone Financial

Why We're Different





At Backbone Financial, our goal is to deliver solutions that empower you to live fully and retire with confidence. We are driven to simplify the complexities of the financial world and provide the assurance that your financial future is secure.

Motivated by your best interests, we work as a team to understand your unique goals and provide answers to your most significant questions: ?When can I retire? ?Do I have enough saved? ?What is enough? ?Should I be providing smarter retirement plans? ?How do I transfer my business? ?How can I protect my family?'s resources? ?How do I transfer assets to the next generation?

Whether you?'re in the heart of your career, are approaching retirement, or are already retired, we can strengthen your financial life so you can live life to the fullest. We consistently leverage new technologies and state of the art financial strategies to provide you with the appropriate solutions, and we remain dedicated to providing you with the highest level of service. Prioritizing personal attention allows us to truly understand your specific objectives and craft tailored solutions toward achieving them.

As part of our founding philosophy, we help you in three key areas: creating comprehensive investment strategies that promote retirement longevity, utilizing lessons learned from market history and financial education to help you withstand periods of volatility, and vigilantly review and adjust your plans as your needs evolve.
 

General Information

CRD#:    4196779
Firm CRD#:    3978
Insurance License#:    3746633
Name of Broker/Dealer:    Lincoln Financial Advisors
States Licensed in:    AZ, CA, CO, CT, GA, IN, MI, MN, MO, NV, UT, VA, WA
States Willing to do Business in:    Apache Junction,Chandler,Fountain Hills,Gilbert,Higley,Mesa,Phoenix,Queen Creek,Scottsdale,Tempe
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    4
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:    French
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 7, Series 6, Series 63
Insurance and Annuity Licenses:    Disability, Life, Variable Life, Long Term Care, Variable Annuity, Health, Annuity, Accident
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Advisor's Number of Clients:    100
Advisor's Number of Managed Clients:    40
Advisor's Number of Planning Clients:    50
 

Compliance

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:    $100000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    Range
Hourly Rate:    $250
Minimum Fee Charged for Managed Accounts:    $1000
Minimum Fee Charged for Hourly Planning Accounts:    $500
 
 
 
Prepared By: Austin Peterson, CFP,CLU, MBA

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