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Providence Partners Commitment

Providence Partners Commitment

We appreciate the opportunity and privilege to work with you and your organization.

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About Providence Partners

Providence Partners is led by a team of veterans of the financial services industry. They are a boutique firm that specializes in helping independent financial and insurance professionals serve the needs of businesses and business owners. They are passionate about helping associates grow their business to levels they previously felt were unattainable. They understand their success is a by-product of making others successful first.

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.

Check the background of your financial professional on FINRA's BrokerCheck.

Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Investments offered to residents of Alabama. Advisory services offered to residents of Alabama. Securities offered through AL. Investment advisory services offered in AL. Lincoln Financial Securities does not provide legal or tax advice. Providence Partners and Lincoln Financial Securities are not affiliated. LFS-2912837-011720.

Contact Us

(205) 848-8100

Fax: (205) 848-8102

contact@providencepartners.org

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