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Elizabeth Anne Tarter

Lincoln Financial Distributors, Inc.

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About Elizabeth Anne Tarter

Elizabeth Tarter is a financial advisor with Lincoln Financial Distributors, Inc. Elizabeth has been in the financial services industry since 1995. Elizabeth is registered with the state of Pennsylvania. She is a Series 7, Series 26 and Series 66 licensed financial advisor.

Firm Information

Elizabeth Tarter 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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Elizabeth Tarter’s Registration & Firm History

PA

01/13/2010 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NY

08/08/1995 - 07/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/13/1993 - 06/26/1995

MERRILL LYNCH FUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Anne Tarter.
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