We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Illinois, Indiana, Nevada, Oregon, Utah, Washington
Insurance: California, Colorado, Nevada, Oregon, Utah, Washington
David E. Stone:
California Insurance License #OB01934
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In the State of Washington; Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. WA Insurance License #723431. Firm disclosure information available at www.LFG.com. Lincoln Financial Advisors Corp. and Stone Consulting Group are not affiliated.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.