Broker Check

Brian R Smith qualifies again to join The Resource Group of Lincoln Financial Advisors


The Resource Group (TRG) continues to stand as a Nationwide Network of Top Planners within Lincoln Financial Advisors, dedicated to collaborative growth and unparalleled service provision to clients.

 

Birmingham, AL, February 6, 2024 — Brian R. Smith, Financial Advisor at Iron Legacy Wealth Advisors and registered representative of Lincoln Financial Advisors Corp. (LFA), qualified to be a member of the resource group again this year, an exclusive nationwide network comprising the most distinguished planners within LFA.

 

TRG's core objective remains fostering collaboration, sharing intellectual capital—including financial planning expertise, resources, networking opportunities, and practice management strategies—to drive practice development among advisors and deliver industry-leading service to clients.

 

Comprised of committees, TRG delivers crucial ideas and actions vital to the success of LFA advisors and their businesses.

 

Bringing over 30 years of expertise in the financial services sector, Brian R. Smith commenced his journey with Lincoln Financial Advisors in 1995, following three years as an advisor with New York Life Insurance company. He currently holds the esteemed status of Premier Partner with Lincoln Financial Advisors and is a member of the Million Dollar Round Table, Top of the Table, and Financial Planning Association.

 

Brian R. Smith is a graduate in English Literature from The Citadel in Charleston, SC. He holds the “CERTIFIED FINANCIAL PLANNER™” Practitioner (CFP®) certification, alongside the (CRPC®), Certified Retirement Planning Counselor, (CBEC®), Certified Business Exit Consultant, and (AIF®), Accredited Investment Fiduciary* designations.

 

Brian Smith's office is situated at 201 Office Park Dr Suite 300, Birmingham, AL 35223.

 

The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.

Contact:

Brian R. Smith, CFP®, CRPC®, AIF®*,CBEC®

201 Office Park Drive, Suite 300

Birmingham, AL 35223

205-612-4507

Brian R Smith is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies. Iron Legacy Advisors is a marketing name for registered representatives of Lincoln Financial Advisors.

 

*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.

 

CRN-6450731-030424