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Jerry Wray Williams

Lincoln Investment

Arlington, TX

CRD 467890

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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:

Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-29
  • TX RA
    APPROVED
    Since 2018-06-29

Branch Locations

Arlington, TX • 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 06/2003 01/2017
Lincoln Investment Lantana TX 01/2017 Present
  • 06/2003 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Lantana, TX
Previous Registrations
  • 2003-11-21 → 2019-10-04
    Legend Advisory, Llc
    Lantana, TX
    Flower Mound, TX
    Palm Beach Gardens, FL

View on SEC IAPD

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