William Chitwood, financial advisor Richmond KY
93 score

William Chitwood

CRD Number: 3087969
Current Firm: Lincoln Financial Securities Corporation

William Chitwood (CRD# 3087969) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Richmond, KY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Richmond, KY Jul 2008 - Current 8
Lincoln Financial Group Lexington, KY Apr 2007 - Current 9
Jefferson Pilot Securities Corporation Lexington, KY Jun 1998 - Jun 2008 10
Jefferson Pilot Financial Lexington, KY Aug 1993 - Apr 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for William S. Chitwood
Phone Number: 800-258-3648
Registered State(s):
  • KY
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
93
Clean Record
This advisor has a clean track record with regulators.

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