Jerry Williams
Jerry Williams is a registered investment advisor at Lincoln Investment, based in Arlington, TX, with 55 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Arlington, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry works as an insurance agent for Williams Financial, selling and servicing fixed and life insurance products. This activity requires minimal time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Sunset Financial Services, INC.Broker
1717 Capital Management CompanyBroker
Bma Financial Services, INC.Broker
Investors Brokerage Services, INC.Broker
Protective Equity Services, INC.Broker
Garco Equity Sales, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.