William
Skeeters

Lincoln Investment

CRD#425682
Investment Advisor
in Dallas, TX
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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

Series 66, Chartered Financial Consultant

Years of Experience

53 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

#330 Lb 30 13760 Noel Road
Dallas, TX 75240

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

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

1,279

TX Average: 41
Total Number of Accounts

139,067

TX Average: 3,342
Average Account Size

$64,993

TX Average: $4,737,880

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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.

2010 - Present (9 years)

Lincoln Investment

2005 - Present (14 years)

Great American Advisors, Inc

2005 - Present (14 years)

William Roane Skeeters, Inc

2005 - Present (14 years)

William R. Skeeters Holdings, Inc

1966 - Present (53 years)

William R. Skeeters, Inc

1965 - Present (54 years)

Morrell-Skeeters

Disclosures

William Skeeters has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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