Austin Willison, financial advisor Getzville NY

Austin Willison

CRD 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.

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Lytle Investments
Company Name Location Dates Years
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
Contact Info for Austin B. Willison
Phone Number: 215-887-8111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    17,732
    MILLIONS
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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