201 Office Park Drive,
The Resource Group (TRG) is a Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry-Leading Service to Clients
Birmingham, AL, February 6, 2023 — Brian R. Smith, Financial Advisor of Iron Legacy Wealth Advisors and registered representative of Lincoln Financial Advisors Corp. (LFA), was recently selected to join The Resource Group (TRG), an invitation-only, nationwide network of the top planners within LFA.
The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
TRG is comprised of committees which deliver ideas and actions critical to the success of LFA advisors and their business.
With more than 30 years in the financial services industry, Brian R. Smith joined Lincoln Financial Advisors in 1995. Prior to joining Lincoln Financial Advisors, he was an advisor with New York Life Insurance company for three years. He is currently a Premier Partner with Lincoln Financial Advisors & member of the *Million Dollar Round Table, Top of the Table and Financial Planning Association.
Brian R. Smith earned a degree in English Literature from The Citadel in Charleston, SC. Brian has earned the “CERTIFIED FINANCIAL PLANNER™” Practitioner (CFP®) certification, as well as the (CRPC®), Certified Retirement Planning Counselor, (CBEC®), Certified Business Exit Consultant and (AIF®), Accredited Investment Fiduciary*designations.
Brian Smith's office is located at 201 Office Park Dr Suite 300, Birmingham, AL 35223
About Lincoln Financial Network Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC and affiliates of Lincoln Financial Group. Consisting of approximately 8,400 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Iron Legacy Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors.
*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission, or income during the year and must also adhere to strict ethical standards. Brian Smith applied for this membership and a fee of $1,150 was paid. There were no fees to promote the membership.**Use of the AIF designation does not imply that LFA or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.
Contact: Brian Smith
Financial Advisor, Iron Legacy Wealth Advisors