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Crossville Financial Advisors
Lincoln Financial Securities Corporation
125 Point Road
Crossville, TN 38571
(931) 261-6329
“Makin Your Resources Work for You Effectively & Efficiently”
Advisor Profile
Name: Quentin L. Ledford, Financial Planner
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Business Description

Our purpose is to provide complete financial analysis, plan design and implementation services to our clients.

In doing so we...

Assist our clients in the management of their risks and expenses for the balanced and efficient utilization of their resources so that they may fully realize their goals and objectives to meet both their current, and their future needs.

We vow to do our utmost in proving ourselves as a trusted source of no-nonsense, clear, concise, and unbiased information and guidance to our clients.

For nearly 25 years our clients have continued to rely on us because they know they can count on us to put their interests first.
 

General Information

Gender:    Male
CRD#:    2035061
SEC File#:    3870
Insurance License#:    0000756758
Name of Broker/Dealer:    Lincoln Financial Securities Corporation
Name of Custodial Firm:    Pershing, L.L.C.
States Licensed in:    Tennessee, South Carolina, Virginia
States Willing to do Business in:    As required to serve our clients.
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    4
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
The American College (working on ChFC, REBC, RHU)
Completed CFP Educational Requirement
Life Underwriters Training Council Fellow
University of Maryland
 

Services

Investment Types:    Professional Investment Management Services, Insurance, Bonds, Stocks, Annuities, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Insurance License (Life & Health; Long Term Care; Specify below), Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 63, Series 7, Series 6
Insurance and Annuity Licenses:    Disability, HMO, Health, Variable Annuity, Long Term Care, Variable Life, Life, Property, Casualty, Accident, Annuity
Financial Organization Memberships:    Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA), National Association of Health Underwriters
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
Compensation Methods:    Flat Fee, Hourly, Commissions, Based on Assets
Fee % Based on Assets:    1
Hourly Rate:    $150.00
Additional Details on Charges:    Fee Based Accounts ($100,000.00 Minimum)
Total Assets less than$500,000.00..... 1.0% of Account Assets
Total Assetsof $500,000.00 or more... 0.5% of Account Assets

Other Accounts:
Negotiated
 
 
 
Prepared By: Quentin L. Ledford, Financial Planner
Most Recent Update: 08/04/2008