Lincoln Financial Securities Corporation
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About this Advisor
Diane Willis is a certified financial planner in Charlotte, North Carolina. Currently a registered advisor with Lincoln Financial Securities Corporation, they have gathered 14 years of experience in the financial advisory industry. Willis holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Willis is registered to serve customers based out of North Carolina and Texas. During their career, Willis has held roles at Lincoln Financial Securities Corp, Woodbury Financial and Invest Financial Corp. Lincoln Financial Securities Corporation is headquartered in Charlotte, North Carolina, and has 322 other offices in the nation. In total, Lincoln Financial Securities Corporation oversees $3 billion in assets dispersed across 13,186 client accounts and retains more than 1,017 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 2,740 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Financial Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Financial Securities Corporation Brokerage Details
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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
Diane Willis Work History
Diane has 14 years of experience.
Lincoln Financial Securities Corp
Invest Financial Corp
Diane Willis has no disclosures.
Please visit their SEC profile for more details.