Peter Robertson and Mike Lockwood Selected Among Thousands Affiliated With LFN’s Broker-Dealer, Lincoln Financial Advisors
PHILADELPHIA — June 28, 2016 — (BUSINESS WIRE) — Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced its 2015 Planners of the Year, awarded annually to the leading financial planners among thousands affiliated with Lincoln Financial Advisors Corp., one of two broker-dealers within LFN. This year’s award winners are Peter Robertson, ChFC®, of Sagemark Consulting, a division of Lincoln Financial Advisors in Irvine, Calif. and Mike Lockwood, CFP®, CRPC®, of Lincoln Financial Advisors in Irvine, Calif.
“Over the years, Peter and Mike have consistently demonstrated a strong commitment to serving their clients and helping secure the outcomes they desire for their future,” said John DiMonda, SVP, head of Lincoln Financial Advisors. “This dedication, paired with their readiness to support the business and collaborate with peers, has earned them this award.”
Robertson, financial planner of Sagemark Consulting and registered representative of Lincoln Financial Advisors (LFA), has been named Planner of the Year. This is Robertson’s first time receiving the award.
A 28-year industry veteran, Robertson specializes in providing strategic high-service wealth management, estate planning and business succession planning for business owners and executives. He is a founding member and past chairman of The Resource Group, a nationwide network of the top 200 planners within LFA and a consistent recipient of Sagemark Consulting’s highest annual honor, Top of the Council.
Robertson received a bachelor of arts degree from California State University in Humboldt, Calif. and completed graduate courses at the University of Saint Andrews in Fife, Scotland. He holds the Chartered Financial Consultant (ChFC®) professional designation, as well as FINRA series 6, 7, 22, and 63 registrations and life insurance licenses. Robertson’s office is located at 18400 Von Karman Avenue, Suite 400, Irvine, Calif.
Lockwood, investment advisor representative and registered representative of Lincoln Financial Advisors (LFA), has been named Planner of the Year for the second time, first recognized in 2014.
Lockwood joined LFA in 1987. Within his practice, Lockwood focuses on retirement transition planning and wealth management for executives, retirees, healthcare professionals, and government employees. Lockwood has been a Retirement Plan Services Advisor with Lincoln for 8 years, and is a two-time recipient of Lincoln’s American Award for outstanding business performance, community service and commitment to family.
Lockwood earned a bachelor of science degree in business marketing and finance from California State University in Bakersfield, Calif. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations, as well as the FINRA series 7 registration. Lockwood’s office is located at 18400 Von Karman Avenue, Suite 550, Irvine, Calif.
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. Consisting of approximately 8,500 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.
SOURCE: Lincoln Financial Group