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James N

Series 66

Raleigh, NC

Lincoln Investment

James Newman is a financial advisor with Lincoln Investment in Raleigh, NC, holding a Series 66 license and 19 years of industry experience. He has been with Lincoln Investment since 2007, after a brief tenure at Edward Jones. Outside of his advisory role, Newman is involved in managing a wholesale pet food distribution business inherited from his father and serves as a partner at The Cardinal Group of NC, where he focuses on wealth management and life insurance services. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that constructs strategic model portfolios and uses third-party managers to tailor solutions.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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