William
Groner

Lincoln Financial Securities Corporation

CRD#1251866
Investment Advisor
in Raleigh, NC
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About this Advisor

William Groner is a financial advisor based in Raleigh, North Carolina. Currently a registered financial advisor at Lincoln Financial Securities Corporation, Groner has 10 years of work experience as a financial advisor. Groner holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Groner is able to advise investors in North Carolina. Groner has spent their complete career at Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is headquartered in Raleigh, North Carolina, and operates out of 322 additional brick-and-mortar locations across the country. As a registered advisory firm, Lincoln Financial Securities Corporation manages $3 billion in assets throughout 13,186 client accounts and retains more than 1,017 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 2,740 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Lincoln Financial Securities Corporation can offer 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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 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

4000 Westchase Boulevard Suite 300
Raleigh, NC 27607

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

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

938

NC Average: 46
Total Number of Accounts

14,485

NC Average: 1,775
Average Account Size

$194,726

NC 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

William Groner Work History

William has 10 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

Disclosures

William Groner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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