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Patrick John Filler

Lincoln Financial Distributors, Inc.

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About Patrick John Filler

Patrick Filler is a financial advisor with over 20 years of experience in the industry. He is currently registered with Lincoln Financial Distributors, Inc. and has previously held positions with Lincoln Financial Investment Services Corporation, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Patrick holds the Series 6, 7, and 24 securities licenses, and the SIE exam. He is a well-rounded advisor who can assist clients with a variety of financial needs.

Firm Information

Patrick Filler 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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Patrick Filler’s Registration & Firm History

IN

05/01/2007 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

08/14/2012 - 06/27/2016

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (FORT WAYNE IN)

IN

08/09/2000 - 05/18/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/09/2000 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 05/12/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick John Filler.
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