Lincoln Financial Advisors, which includes the Sagemark Consulting division, is an independent broker-dealer with a national network of financial professionals.
Our representatives are committed to long-term client relationships and have access to a diverse spectrum of products and specialized support. They provide integrated, personalized solutions and fee-based financial planning to help individuals, business owners, professionals, executives and retirees develop estate, business succession, retirement and financial plans.
Clients
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Wealthscape InvestorSM
View the positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts.
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eVault
Access your information 24 hours a day, seven days a week from anywhere! With eVault, you can securely download and upload files between you and your advisor.
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OmniSourceTM
See consolidated statements and performance reporting at any time for a comprehensive view of your finances.
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FINANCIAL PROFESSIONALS
- Account Aggregation
Provides you with a comprehensive "picture" of all the accounts you select for inclusion.
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NetXInvestorTM
View your positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts.
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