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Herbert Scott Bergson

Lincoln Financial Distributors, Inc.

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About Herbert Scott Bergson

Herbert Scott Bergson has been in the financial industry since May 2003. Herbert is currently registered with Lincoln Financial Distributors, Inc. and is licensed in Delaware, New Jersey, New York and Pennsylvania. Herbert has been a registered representative since May 2003 with experience in Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.

Firm Information

Herbert Bergson 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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Herbert Bergson’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

NJ

05/01/2003 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (PINE HILL NJ)

IN

05/01/2003 - 06/12/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 05/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Herbert Scott Bergson.
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