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Charles William Waddell

Lincoln Investment

West Palm Beach, FL

Lutz, FL

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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-06-13
  • FL RA
    APPROVED
    Since 2017-06-13

Branch Locations

1860 Old Okeechobee Rd. Ste. 401, West Palm Beach, FL 33409 • United States

16241 N. Florida Ave, Lutz, FL 33549 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legend Equities Corporation Palm Beach Gardens FL 07/2010 01/2017
Lincoln Investment West Palm Beach FL 01/2017 Present
  • 07/2010 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    West Palm Beach, FL
Previous Registrations
  • 2010-08-31 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    West Palm Beach, FL
  • 2008-01-17 → 2010-11-22
    F & S Asset Management Group, Inc.
    West Palm Beach, FL
    Jacksonville, FL
  • 2004-10-19 → 2007-12-31
    Cincinnati Analysts, Inc.
    Boca Raton, FL
    Southfield, MI
  • 2003-12-02 → 2004-05-03
    Transamerica Financial Advisors, Llc
    W Palm Beach, FL
  • 2002-07-03 → 2002-12-18
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-06-18
  • S66 Uniform Combined State Law Examination
    1998-06-18
Other Names
  • Charles William Waddell
  • Chuck Waddell

View on SEC IAPD

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Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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