Relationship Manager Sign Up

 

Advisor Information
______________________________________________________________________
First Name*
Last Name*
Firm*
Address*
Address 2
City*
State*
Zip Code*
Business Phone*
Cell Phone*
Email Address*
Current Broker/ Dealer Affiliation*
Rep Number or Independent*
 
 

Advisor Profile ______________________________________________________________________
License/Professional Designations




Number of Years in the Securities Industry
CRD Number or N/A if not available*
 
Advisory fees as a percentage of gross commissions: Field value > 0*
Total Assets Under Management: Field value > 0*
Do you actively manage your client's portfolios?*

Fee-based Managed Accounts/Wraps*
No load Mutual Funds or ETF's*
Load Mutual Funds*
Variable Annunities*
Retirement Plans (401k, 403b, etc...)*
Other
What managed account programs are you using
 
I was referred by*
Other Affiliated Organization*
 
Comments: (255 Characters max)
 
Please create Username and Password below.
Username*
Password*
 
Your password must contain at least:
  • 10 characters
  • 1 capital letter
  • 2 numbers
  • 1 non-alphanumeric character (e.g. !, $)
Notice: Before transacting any business with Lindner Capital Advisors, Inc. (LCA), Relationship Managers must schedule a date to participate in LCA's one hour "The LCA Advantage" webinar session. After successfully submitting your registration information, your information will be personally reviewed by a Lindner staff member. Your access to the protected "Relationship Manager" area will NOT be enabled until this manual review process has been completed. Be advised, the review process takes place during Lindner’s business hours (8:30 - 5:00 ET) on days that Lindner is open for business. Subsequently you will receive an email notifying you that either 1) your access has been enabled or denied, or 2) additional information is required. This process will normally be completed within 24 hours from the time of your submission. For immediate access contact us at the number below. Phone: (770) 977-7779 Toll Free: (800) 229-4306

Please be assured that all information contained in your completed profile is strictly confidential and will not be read or discussed by anyone other than the staff of Lindner Capital Advisors, Inc. Please refer to our privacy policy.
 
To continue please answer the following question.
What is seven added to five?*