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Joseph Paul Utterback

Lincoln Financial Distributors, Inc.

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About Joseph Paul Utterback

Joseph Paul Utterback is a financial professional with Lincoln Financial Distributors, Inc.. Joseph has been in the industry since November 1, 2018. Joseph is registered with FINRA and holds the Series 6 and SIE licenses. Joseph has been with Lincoln Financial Distributors, Inc. since May 1, 2024. Prior to that, Joseph was with LINCOLN FINANCIAL ADVISORS CORPORATION from November 2, 2018, to May 1, 2024.

Firm Information

Joseph Utterback 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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Joseph Utterback’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

11/02/2018 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 11/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Paul Utterback.
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