Lucila
Williams

Lincoln Financial Securities Corporation

CRD#4792775
Investment Advisor
in Denver, CO
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About this Advisor

Lucila Williams is a certified financial planner and chartered financial consultant operating in Denver, Colorado, who has 14 years of financial industry experience. Williams is on the advisory team at Lincoln Financial Securities Corporation. Williams has gained experience at First Command Financial Planning, Inc, First Command Financial Services, Inc and Lincoln Financial Securities Corporation. Williams maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Lincoln Financial Securities Corporation is a financial advisory firm headquartered in Denver, Colorado. The investment advisory business has offices in 322 locations and a total of 1,017 employees. It has $3 billion in total assets among its 13,186 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 23 charities and foundations. Of its 13,186 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. Fees charged by Lincoln Financial Securities Corporation likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1776 South Jackson Street Suite 800
Denver, CO 80210

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

CO Average: $1,347,246,178
Total Number of Employees

938

CO Average: 46
Total Number of Accounts

14,485

CO Average: 1,775
Average Account Size

$194,726

CO Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Lucila Williams Work History

Lucila has 14 years of experience.

2012 - Present (7 years)

Lincoln Financial Securities Corporation

2004 - 2012 (8 years)

First Command Financial Planning, Inc

2004 - 2012 (8 years)

First Command Financial Services, Inc

Disclosures

Lucila Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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