Brad Montgomery Joseph

Education

• University of Louisiana at Lafayette, Bachelor’s Degree, Finance, 1986

Business Experience

• Investment Adviser Representative, Lincoln Investment Planning, LLC, 1999 – Present
• Registered Representative, Lincoln Investment Planning, LLC, 1998 – Present

Professional Licenses/Designations

• Series 6 - Investment Company and Variable Contracts Products Representative Examination
• Series 63 - Uniform Securities Agent State Law Examination
• Series 65 - Uniform Investment Adviser Law Examination

Advises the following School Systems:

• Clayton County School District – GA
• Dekalb County School District - GA