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Consolidated Account Reporting
Brokerage Account Access
Clark & Company Wealth Management, LLC | 12 Norwood Ave. Hamburg, NY 14075 | Tel. 716.312.7918 | firstname.lastname@example.org
Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Investments offered to residents of AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA & WA. Advisory services offered to residents of NY. Lincoln Financial Securities and Clark & Company Wealth Management are not affiliated. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. LFS-3256716-092420
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