David Wayne Motley
Investment adviser representative at Lincoln Investment
14 yearsExperience
2 statesRegistered in
$22BFirm assets
48 yearsFirm in business
Are you David Wayne Motley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Lincoln InvestmentJun 2025 to now
- Mrh, LLCMay 2025 to now
- Foreclosure FlippingMar 2025 to now
- AgiaDec 2022 to Jun 2025
- Valic Financial Advisors, Inc.Oct 2017 to Jun 2025
- T. Rowe PriceDec 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6146756
- Firm CRD
- 519