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Sarah Rebecca Whiteside

Lincoln Financial Distributors, Inc.

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About Sarah Rebecca Whiteside

Sarah Whiteside is a financial professional who has been working in the industry since 2009. Sarah is currently registered with Lincoln Financial Distributors, Inc. and previously worked for Lincoln Financial Advisors Corporation. Sarah holds Series 6 and Series 26 licenses, as well as the SIE exam.

Firm Information

Sarah Whiteside 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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Sarah Whiteside’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

10/21/2016 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/18/2008 - 12/31/2014

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/09/2007 - 08/20/2008

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 12/14/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Rebecca Whiteside.
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