William
Skeeters

Lincoln Investment

CRD#5389123
Investment Advisor
in Highlands, CO

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About this Advisor

William Skeeters is a financial advisor based in Highlands, Colorado, working with Lincoln Investment. William has previously held positions at Southwest Airlines, Great American Advisors, and Lincoln Investment. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, William is part of Lincoln Investment, which operates out of Highlands, Colorado. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Highlands, CO

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

CO Average: $15,833,994,310
Total Number of Employees

1,297

CO Average: 41
Total Number of Accounts

203,427

CO Average: 3,342
Average Account Size

$84,640

CO Average: $4,737,880

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

William Skeeters Work History

2010 - Present (14 years)

Lincoln Investment

2007 - Present (17 years)

Great American Advisors

2005 - Present (19 years)

Southwest Airlines

Disclosures

Please visit the SEC profile of William Skeeters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Miriam Percy
Broken Arrow, OK
Kyle Salvitti
Denver, CO
Vereline Mcclaney
Freeport, NY
Kimberly Cox
Lutz, FL
James Horris
Brookeville, MD
Carly Mccarty
Marlton, NJ
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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