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BIG ENOUGH TO SERVE YOU,
SMALL ENOUGH TO KNOW YOU

Helping financial advisors step into independence, without being alone.

Let's Talk



SERVICES
HOW CAN WE SERVE YOU?

An OSJ focused on what it should be, helping advisors run their business.


WHITE GLOVE SERVICE

Blog


REFERRAL PARTNERSHIPS

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IN-HOUSE PARAPLANNER

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CE EVENTS

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SUBMISSION TO COMMISSION TRACKING

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COMPLIANCE SUPPORT

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SUCCESS STORIES
WHAT DO OUR ADVISORS SAY ABOUT THOROUGHBRED?

Read about real experiences from our advisors.


CHAD BENTLEY

"I've partnered with a P&C agency for over 23 years, Thoroughbred has been
instrumental in creating opportunities within the P&C agency. Thoroughbred's
staff is extremely helpful and knowledgable."


PAM LUTHI

"Thoroughbred Financial has been great to work with, always answers my questions
or know who to go to get the answer. I was looking for a financial group that
felt like a family and that is exactly what Thoroughbred Financial is." 


JAY JONES

"The model Al Wilson does, bringing both advisors and home office together with
a good hospitality of food, entertainment, and education is what sets
Thoroughbred Financial apart."



KRISTEN VANHOOK

"Thoroughbred is a key part to my success as an advisor. They go to bat for you
and work their hardest to make sure that they can support you in any way you
need. I can’t thank them enough!"



The above statements were provided by financial professionals associated with
Thoroughbred and affiliated with Lincoln Financial Securities Corporation as
registered representatives and/or investment adviser representatives.


LET'S TALK.
TAKE THE FIRST STEP.

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Email
Address
Phone
Message
Next Steps
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VISIT

3217 Summit Square

Place Suite 200

Lexington, KY 40509

info@tbredfa.com

CONNECT

Office: 859-254-6406

Fax: 859-254-6678

CONTACT



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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Thoroughbred agents who are also registered representatives of Lincoln Financial
Securities, based on individual registrations, can offer Investments to
residents of Alaska (AK), Alabama (AL), Arizona (AZ), Arkansas (AR), California
(CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Delaware (DE),
Florida (FL), Georgia (GA), Hawaii (HI), Iowa (IA), Idaho (ID), Illinois (IL),
Indiana (IN), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA),
Maryland (MD), Maine (ME), Michigan (MI), Minnesota (MN), Missouri (MO),
Mississippi (MS), Montana (MT), North Carolina (NC), North Dakota (ND), Nebraska
(NE), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY),
Nevada (NV), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South
Carolina (SC), South Dakota (SD) Tennessee (TN), Texas (TX), Utah (UT), Vermont
(VT), Washington (WA), Wisconsin (I), Virginia (VA), West Virginia (WV) &
Wyoming (WY). Investments offered through Lincoln Financial Securities
Corporation, a broker-dealer (member FINRA & SIPC). Advisory services are
offered to residents of KY through Representatives of Lincoln Financial
Securities, a registered investment advisor. Lincoln Financial Securities and
their representatives do not offer legal or tax advice.

Thoroughbred Financial Agency is not an affiliate of Lincoln Financial
Securities Corporation.

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.

LFS-4984059-100622