Disclaimer: (Anil Patel is a Registered Representative offering investments through Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation and Anil Patel are not affiliated. Anil Patel is authorized to offer securities products in the following States: CA, OH, TX, OK).
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.