William Briggs, financial advisor Lewisville NC
96 score

William Briggs

CRD Number: 1232816
Current Firm: Lincoln Financial Securities Corporation

William Briggs (CRD# 1232816) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lewisville, NC and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Lewisville, NC Jul 2008 - Current 8
Security Underwriters, Inc. Lewisville, NC Jan 1988 - Current 28
Jefferson Pilot Securities Corporation Lewisville, NC May 2001 - Jun 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for William L. Briggs
Phone Number: 800-258-3648
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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