William Eric Marney

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

• 06/2007 → 08/2021
  Td Ameritrade
  Fort Worth, TX
• 08/2021 → 12/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2022 → 07/2022
  Cetera Advisor Networks
  El Segundo, CA
• 01/2022 → 07/2022
  Cwm, Llc Dba Carson Partners
  Bedford, TX
• 01/2022 → 07/2022
  Armstrong Purselley Wealth Management Group
  Bedford, TX
• 01/2016 → 09/2024
  Marney Ranch
  Bridgeport, TX
• 01/2004 → 09/2024
  Marney Ministries
  Boyd, TX
• 09/2024 → 02/2026
  Mass Mutual Life Insurance Company
  Dallas, TX
• 09/2024 → 02/2026
  Mml Investors Services Llc
  Dallas, TX
• 08/2022 → 09/2024
  Marney Group Consulting
  Boyd, TX
• 02/2026 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2025-12-09 → 2026-02-09
  Mml Investors Services, Llc
  Boyd, TX
  Dallas, TX
• 2022-03-31 → 2022-07-27
  Cetera Wealth Services, Llc
  South Lake, TX
• 2022-02-14 → 2022-07-27
  Cwm, Llc
  Omaha, NE
  Bedford, TX
• 2021-10-04 → 2022-01-28
  Charles Schwab & Co., Inc.
  Westlake, TX
• 2013-02-07 → 2021-10-20
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  San Diego, CA
  Westlake, TX
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2025-11-19

Other Names

• Eric Marney