The West Division of Lincoln Financial Advisors is led by William Fortner, Vice President, West Division, and is headquartered in San Ramon, California. Our division spans to Alaska in the north, Texas in the south, Colorado in the east, and all the way to the Pacific Ocean in the west. Our Offices of Supervisory Jurisdiction are in San Ramon, CA, Portland, OR, Salt Lake City, UT, Scottsdale, AZ, Irvine, CA, La Jolla, CA, and Westlake Village, CA.
In addition, our Financial Planners are also located in the following cities:
Half Moon Bay
West Los Angeles
Salt Lake City
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.