Kevin Wright
AVP, Relationship Management at Lincoln Financial
- Role
- AVP, Relationship Management at Lincoln Financial
- Location
- Cedar Rapids, IA, US
- LinkedIn followers
- 500 followers
About Kevin Wright
Currently hold Series 7, 63 license.
Experience
AVP, Relationship Management
Nov 2022 — Present
Registered representative of Lincoln Financial Distributors, Inc.(LFD), a wholesale broker-dealer and FINRA member firm. I do not provide securities recommendations, investment advisory services or tax/legal advice. Insurance products offered through LFD affiliates. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. LCN-67••••••••24
Education
The University of Iowa Tippie College of Business
BBA, Finance
2002 — 2006
Skills
- Wealth Management
- Retirement Planning
- 401k
- Defined Contribution
- Banking
- Mutual Funds
- Series 6
- Sales
- Finance
- Retirement
- Retirement Plan Consulting
- Mentoring
- Relationship Management
- Series 63
- Microsoft Excel
- Microsoft Word
- 401(K) Retirement Savings Plans
- Customer Satisfaction
- New Business Development
- Series 7
- People Development
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