Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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