How do your real estate investments impact your overall plan? We can help you find the answer.
There are (7) primary real estate asset types:
To determine if one of these strategies might be suitable for your, please contact us.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Hawaii, Illinois, Indiana, Nevada, Ohio, Oregon, Texas, Utah, Washington, West Virginia
Insurance: California, Colorado, Nevada, Oregon, Utah, Washington
David E. Stone:
California Insurance License #OB01934
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisor services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In the State of Washington; Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. WA Insurance License #723431. Firm disclosure information available at www.LFG.com. Stone Consulting Group is a marketing name for registered representatives of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.