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Partners Financial Services

*Richard L. Yontz, ChFC, CLU is a Registered Principal offering investments and advisory services through Lincoln Financial Securities Corporation, Member SIPC.  Branch Office:  45 Darby Road, Suite D, Paoli, PA 19301.  Investments offered to residents of CA, CO, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT & WA.  Advisory services offered to residents of PA.  Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.  Lincoln Financial Securities and Partners Financial Services are not affiliated.  LFS-3616692-060221

 

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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