Addition to LFN Team Underscores Continued Commitment to Industry-Leading Advisor Network
12 February 2015

PHILADELPHIA--(BUSINESS WIRE)--Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced James G. Sorey has joined LFN as vice president, Advisor Recruitment.

Reporting to Christopher W. Flint, senior vice president, and head of Advisor Recruitment and Lincoln Financial Securities Corporation, Sorey will be responsible for developing and implementing enterprise-wide strategies and processes to increase recruitment of top-tier advisors, agents, and advisory firms across all LFN affiliation channels and further strengthen LFN’s national presence.

“Lincoln prides itself on the support and resources it provides to its extensive network of industry-leading financial advisors,” said Flint. “With more than 8,500 affiliated advisors who specialize in a wide range of financial disciplines, we remain focused on expanding our advisor footprint to ensure consumers continue to benefit from the quality independent financial guidance the marketplace has come to expect from Lincoln. We are pleased to have someone of James’s caliber take on this important role. He brings to LFN a great deal of industry experience that will help us further execute on our key strategic priorities.”

“James is a very accomplished professional who brings tremendous experience to our team,” said LFN president, David S. Berkowitz. “His knowledge of the marketplace and ability to identify top talent will be a valuable addition to our national recruiting team as we continue to expand upon our growing community of advisors who provide the most comprehensive, independent advice in the industry.”

Sorey joins Lincoln from LPL Financial, Charlotte, N.C., where he served in a variety of business development leadership roles from 2002 to 2014, including regional director, division manager, and most recently senior vice president, national sales manager for the East region. Prior to his tenure with LPL Financial, Sorey held several sales and marketing positions with New York Life’s Mainstay Investments, Baton Rouge, La.; Transamerica Retirement Solutions, Mandeville, La.; and Pilgrim Securities, Inc. (Nicholas-Applegate Securities), San Diego, Calif.

Sorey earned a master in business administration degree from the Wake Forest University School of Business in Winston Salem and Charlotte, N.C., and a bachelor of art degree in economics and international trade and finance from Louisiana State University in Baton Rouge, La. He holds FINRA series 7, 63 and 65 registrations.

About Lincoln Financial Network

Lincoln Financial Network (LFN), the marketing name for Lincoln Financial Advisors Corp. (LFA) and Lincoln Financial Securities Corp. (LFS), is the retail wealth management business of Lincoln Financial Group (LFG). Consisting of approximately 8,500 agents, representatives, and full-service financial planners throughout the United States, LFN professionals offer expertise through planning and advisory services, retirement services, life and long-term care solutions, annuities, investments, and trust services to affluent individuals, business owners and families. Affiliates are separately responsible for their own financial and contractual obligations.

About Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $218 billion in assets under management as of December 31, 2014. Learn more at: Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at


Lincoln Financial Group
Kathy Vega, 860-466-2955