Austin WillisonCRD Number: 7097897
Current Firm: Lincoln Investment
Austin Willison (CRD# 7097897) is an Investment Advisor Representative working at Lincoln Investment in Getzville, NY and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hsbc Securities (usa) Inc.
|Lincoln Investment Planning, LLC||Fort Washington, PA||Apr 2019 - Current||3|
|Unemployed||North Tonawanda, NY||Oct 2018 - Apr 2019||< 1|
|Dave & Adam's Card World||Tonawanda, NY||Feb 2017 - Oct 2018||1|
|Uber||San Francisco, CA||Jul 2017 - Jul 2017||< 1|
|State University Of New York College At Buffalo||Buffalo, NY||Aug 2015 - May 2017||1|
|Dave & Adam's Card World||Tonawanda, NY||Nov 2014 - Feb 2017||2|
|Lawley Insurance||Buffalo, NY||Aug 2016 - Nov 2016||< 1|
|Niagara County Community College||Sanborn, NY||Aug 2012 - Dec 2014||2|
|Nike||Niagara Falls, NY||Sep 2012 - Nov 2014||2|
|Sport International Hockey Academy||Rochester, NY||Jun 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management17,732MILLIONS
Total Number of Accounts188,491ACCOUNTS
Average Account Value$94,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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