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PHILADELPHIA, Pa., March, 2023 – Brian Smith, financial planner and president of Iron Legacy Wealth Advisors, has achieved the prestigious Platinum level of Lincoln Financial Advisors PREMIER PARTNERS®️ program, placing him with the firm’s most elite and highest producing sales professionals among thousands affiliated with Lincoln Financial Advisors.
Smith, a 30-year industry veteran, founded Iron Legacy Wealth Advisors, a Birmingham-based financial planning firm, in 2018.
Prior to joining Lincoln, Smith served as an active-duty officer in the US Army from 1988-1992 as well as completing 21 years of total service in the Active and Reserve components. He earned a Bachelor of Art degree in English Literature from The Citadel, in 1988.. Smith is a CERTIFIED FINANCIAL PLANNER™️ Professional (CFP®️), Chartered Retirement Planning Counselor (CRPC), and Certified Business Exit Consultant (CBEC). He holds his FINRA series 7, 63, and 65 registrations.
About Lincoln Financial Advisors
Lincoln Financial Advisors Corp. is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates. Through its affiliated companies, Lincoln Financial Group (headquartered in the Philadelphia region) offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com
Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.