Whether you’re looking for a traditional affiliation with benefits, a brokerage relationship or to operate independently, Pilot Financial offers several affiliation options.  Securities, life, retirement products or all of the above, we’ll work hard to understand how you wish to operate, and we’ll conform to your structure and style – not the other way around.    Pilot molds their services to the independent’s business model. No template. No standard list of services. Advisors come to us to grow – their knowledge, their resources, and their business.  Our knowledge base is derived from markets across the country, but the learning we share are universal truths about building a successful financial services practice.

Located at 1010 North Elm Street in Greensboro, North Carolina, Pilot Financial was formed in 2001 to help financial services professionals with strategic planning, coaching, operations and technical compliance guidance.  Although independently structured, Pilot is pleased to be powered by Lincoln Financial Network.  With our size and long-standing relationship and the fact that they are located right down the street, ensures a swift and cooperative response to any client issue or obstacle.

Investments and Advisory Services offered through representatives of Lincoln Financial Securities Corporation, a broker-dealer (Member SIPC) and registered investment advisor.  Pilot Financial is not an affiliate of Lincoln Financial Securities.  

Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation, broker/dealers (members FINRA and SIPC) and registered investment advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Finance

Insurance

Investment Management

Retirement

Pilot Financial

Pilot Financial's headquarters in Greensboro, NC, United States

Roger Seigler

Stephanie Demetrelis

Greg Smith

Chris Roney

Bill Harnden

The Sales and Business Development team at Pilot Financial focuses on building and nurturing relationships with financial advisors and firms, promoting the diverse affiliation options offered by the company. This team strategizes and implements outreach efforts to attract new partners, enhance existing relationships, and actively supports advisors in growing their businesses through tailored services and resources. By leveraging market insights and promoting Pilot’s unique value propositions, they aim to drive the company's growth and foster a collaborative environment for financial professionals.

Pilot Financial

Org chart

Teams

Sales and Business Development

Offices

Pilot Financial

Org chart

Teams

Sales and Business Development

Offices

Related companies