Amanda WilliamsCRD Number: 6056595
Current Firm: Lincoln Investment
Amanda Williams (CRD# 6056595) is an Investment Advisor Representative working at Lincoln Investment in Puyallup, WA and has over 4 years of experience in the finance industry.
Investor Resources Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Shelgren Financial Group||Tacoma, WA||Jul 2012 - Current||4|
|Shelgren Financial||Tacoma, WA||Apr 2012 - Current||5|
|Hsbc||Salinas, CA||Jun 2006 - Apr 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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)
- Market timing services
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