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About this Advisor
William Skeeters is a financial advisor who works out of Dallas, Texas. Currently an advisor with Lincoln Investment, Skeeters has an impressive 53 years of work experience in the financial advisory industry. Skeeters has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Skeeters is registered to work with customers based out of Texas. Over the course of their career, they have held roles at Morrell-Skeeters, William R. Skeeters, Inc, Great American Advisors, Inc, William Roane Skeeters, Inc, William R. Skeeters Holdings, Inc and Lincoln Investment. Lincoln Investment is located in Dallas, Texas, and has 427 additional brick-and-mortar locations in the United States. As a company, Lincoln Investment manages $8 billion in assets dispersed across 113,080 accounts and retains more than 1,231 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment 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
William Skeeters Work History
William has 53 years of experience.
Great American Advisors, Inc
William Roane Skeeters, Inc
William R. Skeeters Holdings, Inc
William R. Skeeters, Inc
William Skeeters has disclosures.
Please visit their SEC profile for more details.