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Phillip Lee-pipkin

Lincoln Financial Distributors, Inc.

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About Phillip Lee-pipkin

Phillip Lee-pipkin is a financial professional registered with Lincoln Financial Distributors, Inc. Phillip has been in the industry since September 22, 2023. Phillip has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO).

Firm Information

Phillip Lee-pipkin 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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Phillip Lee-pipkin’s Registration & Firm History

NC

09/23/2023 - Present

Lincoln Financial Distributors, Inc. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 09/22/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Lee-pipkin.
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