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Elbert Lewis Irvin

Lincoln Financial Distributors, Inc.

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About Elbert Lewis Irvin

Elbert Lewis Irvin is a financial advisor with Lincoln Financial Distributors, Inc. Elbert has been in the industry since January 18, 2008. Elbert has a Series 6, 7, and 63 license, and has experience with Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation. Elbert is currently registered in Pennsylvania.

Firm Information

Elbert Irvin 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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Elbert Irvin’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

08/02/2016 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

11/16/2011 - 07/28/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

07/12/2004 - 05/12/2008

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 02/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elbert Lewis Irvin.
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