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  • OSJ@wealthplanfinancial.com

Product Solutions

  2. Product Solutions
Our clients have access to a wide array of products including:
  • Equities*
  • Options*
  • Exchange Traded Products (ETF’s, ETN’s, & ETC’s)*
  • Traditional Fixed Income (Corporate Bonds, Municipal Bonds, Treasuries)*
  • Brokered Certificates of Deposit (CDs)*
  • Managed Accounts*
  • Structured Products*
  • Unit Investment Trusts (UITs)*
  • Mutual Funds*
  • Alternative Investments*
    • 1031 Exchange Programs*
    • Interval Funds*
    • Limited Partnerships*
    • Hedge Fund Programs*
    • Private Placements*
    • Real Estate Investment Trusts (REITs)*
    • Managed Futures*
    • Oil & Gas Programs*
  • Annuities (Fixed, Variable* & Equity Indexed*)
  • 529 College Savings Plans*
  • Group Retirement Products*
  • Life Insurance (Fixed, Indexed & Variable*)
  • Disability Insurance
  • Long Term Care Insurance

*Securities products offered through Lincoln Financial Securities, a registered broker-dealer.

Address

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

Phone

(704) 357-1099

    Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC Branch Office: 15720 Brixham Hill Avenue, Suite 575, Charlotte, NC 28277. Investments offered to residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV. Advisory services offered to residents of NC. Lincoln Financial Securities is separate from WealthPlan Financial Group and its affiliated firms. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-2772223-101119.
     
    Not all registered representatives with our firm are able to offer advisory services. 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.

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