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Kristofferson Michael McCreary

Lincoln Financial Distributors, Inc.

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About Kristofferson Michael McCreary

Kristofferson McCreary is a financial advisor with Lincoln Financial Distributors, Inc. based in RADNOR, PA. Kristofferson has been in the securities industry since June 17, 2015. Kristofferson holds the Series 6, 7, and SIE securities licenses as well as the Series 63 state license. Kristofferson is registered in California and Hawaii. Kristofferson was previously with SYMETRA SECURITIES, INC. in BELLEVUE, WA.

Firm Information

Kristofferson McCreary 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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Kristofferson McCreary’s Registration & Firm History

PA

12/12/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

WA

05/26/2015 - 11/18/2022

SYMETRA SECURITIES, INC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 06/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristofferson Michael McCreary.
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