William Edward Spinner

Current Employers

Employment History

• 12/2003 → 09/2019
  Lincoln Financial Advisors Corp.
  Manalapan, NJ
• 09/2019 → Present
  Lpl Financial, Llc
  Manalapan, NJ
• 09/2019 → Present
  Integrated Wealth Concepts, Llc
  Manalapan, NJ

Previous Registrations

• 2004-06-01 → 2019-09-18
  Osaic Fa, Inc.
  Manalapan, NJ
  Manalapan, NJ
• 2002-05-06 → 2003-12-05
  Veravest Investment Advisors, Inc.
  Piscataway, NJ

Other Businesses

1. 09/13/2019 - FINANCIAL EDUCATORS NETWORK LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 5%/ MORGANVILLE, NJ 2. 09/13/2019 - PRECISION FINANCIAL STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ MANALAPAN, NJ 3. 09/13/2019 - WILLIAM SPINNER/ SEMINARS/ INVESTMENT RELATED/ 10%/ MORGANVILLE, NJ 4. 09/13/2019 - WILLIAM SPINNER/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 10%/ MANALAPAN, NJ 5. 9/18/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/9/19 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 9/2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/9/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Precision Financial Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/16/2019 - 160 Hours Per Month During Securities Trading. 7. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-29
• S63 Uniform Securities Agent State Law Examination
  1992-06-05

Designations