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Aaron Wolberd

Lincoln Financial Distributors, Inc.

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About Aaron Wolberd

Aaron Wolberd is a financial advisor who is currently registered with Lincoln Financial Distributors, Inc. He is also registered with FINRA and has passed the Series 6TO and SIE exams. Aaron has been in the industry for over 3 years. He previously worked for Lincoln Financial Advisors Corporation.

Firm Information

Aaron Wolberd is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Wolberd’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

10/15/2021 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/13/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aaron Wolberd. Review regulatory record here.
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