Securities & Investments

We understand independents because we are independent. We know how it is to pour yourself into creating something lasting and meaningful. And we know you can’t go it alone. That’s why Pilot Financial was created.

Pilot specializes in providing practice management and support services to financial professionals across the United States. Over 100 FINRA-registered representatives look to Pilot for strategic and operational business assistance, compliance administration and revenue-generating resources.

Lincoln Financial Securities Corporation (LFSC), an independent broker-dealer with which we have partnered, is one of the most highly respected firms in the country. Our unique flagship relationship with LFSC gives you access to the resources of a large broker-dealer, but with direct lines of communication that are hard to find anywhere else.