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CHISHOLM TRAIL FINANCIAL GROUP

About Us Menu

Our Firm

Our Philosophy

Our Services

Our Location

Our Afffiliated Offices

Our Qualifications

Our Photo Album

Our Logo

Our Associates

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Client Access Links

 

 

Chisholm Trail Financial Group

Offices located in:

Round Rock, Dallas and McAllen, Texas

Home office: 512.671.7526

info@chisholmtrailfinancial.com


Investments are offered to residents of AR, FL, NY & TX through Registered Representatives of Lincoln Financial Securities, Member SIPC. Advisory services are offered to residents of TX through representatives of Lincoln Financial Securities.  Chisholm Trail Financial Group is not an affiliate of Lincoln Financial Securities are not affiliated.  In NY, Insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies. Lincoln Financial Securities and its representatives do not provide legal or tax advice.  You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. Not all registered representatives with our firm are able to offer advisory services.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-3211282-082020


 

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