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John Patrick Sullivan

Lincoln Financial Distributors, Inc.

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About John Patrick Sullivan

John Sullivan is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Lincoln Financial Distributors, Inc. and has been a registered representative since 2005. John is Series 6 and 63 licensed, and holds the Securities Industry Essentials (SIE) exam. John is also registered with the state of Illinois. Prior to joining Lincoln Financial Distributors, Inc., John was registered with Scudder Distributors, Inc., and Planco Financial Services, Inc. John's professional experience has included working with a variety of clients on their financial needs and goals.

Firm Information

John Sullivan 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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John Sullivan’s Registration & Firm History

PA

07/18/2005 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IL

05/06/2003 - 07/06/2005

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

CT

10/20/1998 - 03/17/2003

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 10/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Sullivan.
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