| Advisor Profile |
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| Name: |
Sean Boylan |
| Phone Number: |
(781) 996-2975 |
| Website: |
Visit Website
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| Disclaimer |
Sean Boylan is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN#200807-2018113 |
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Business Description |
I believe strongly in utilizing client resources to their fullest potential, preserving their purchasing power and designing distribution strategies for maximum tax efficiency. My goal is to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets, a "total solution" to help meet your financial goals.
At Integrated Financial Partners (IFP) and Lincoln Financial Advisors we employ a fully integrated total wealth management framework that provides a more complete view of your financial condition and planning issues. This approach leads to more effective decisions in that each component of your financial situation-your investments, retirement, estate and business if applicable-is analyzed and evaluated.
We then develop an objective comprehensive plan specifically tailored to help meet your financial needs and requirements.
I specialize in comprehensive estate, business succession and retirement planning as well as related insurance and investment strategies for my clients.
Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
CA, FL, ME, MA, NH, NY
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| Years of Experience in Financial Services: |
19
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| Degree in Economics - University College, Dublin (1972) |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Insurance, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Fund Specialist (CFS)
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| Securities Licenses: |
Series 6, Series 7
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| Insurance and Annuity Licenses: |
Disability, Annuity, Health, Life
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Flat Fee, Hourly, Commissions, Based on Assets
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
Planning fees reflect complexity of work involved. Fees cover complete plan and service for a year. Minimum fee is $950.
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| Prepared By: |
Sean Boylan |
| Most Recent Update: |
07/02/2008 |
Frequently Asked Questions |
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