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James Miller

Lincoln Financial Advisors Corp.

2100 West End Ave., Suite 800

Nashville, TN 37203
(615) 7500224

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

Firm Start Year

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

Services

Investment Types

Annuities, International Investments, Bonds, Stocks

I can meet clients in the following ways

At my office

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

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Accredited Wealth Management Advisor(AWMA), Chartered Mutual Fund Counselor (CMFC®)

Securities Licenses

Series 66, Series 63, Series 7

Insurance and Annuity Licenses

Disability, Life, Variable Life, Variable Annuity

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

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%

Education

Master of Divinity and Doctor of Ministry -

Vanderbilt University
-

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