Samantha Michelle Wells

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  The Gabor Agency, Inc.
  Tallahassee, FL
• 03/2016 → Present
  Lincoln Investment Llc
  Wyncote, PA

Other Businesses

THE GABOR AGENCY, INC. POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2004 ADDRESS: 1410 Piedmont Drive East, Tallahassee FL 32308 DESCRIPTION: Provide insurance to employees of state colleges and universities in Florida JAMES & SAMANTHA WELLS POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2006 ADDRESS: 557 Northcreek Circle, Pensacola FL 32514 DESCRIPTION: collect and deposit checks, receive maintenance calls, sign lease, walk throughs W3 ENGINEERING, INC. POSITION: 51% majority owner, President NATURE: Engineering Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 557 Northcreek Circle, Pensacola FL 32514, United States DESCRIPTION: Consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-12
• S65 Uniform Investment Adviser Law Examination
  2017-02-08

Other Names

• Samantha Michelle Zdenek
• Sam Michelle Zdenek