Markus Williams
Investment adviser representative at Lincoln Investment
12 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
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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
12 years in the industry.
- Lincoln InvestmentOct 2025 to now
- Key Investment ServicesNov 2022 to Oct 2025
- KeybankSep 2022 to Oct 2025
- Pruco Securities, LLC.Jun 2019 to Aug 2022
- Prudential Insurance Company of AmericaJun 2019 to Aug 2022
- Allstate Insurance co.Jan 2017 to Jun 2019
- Charter School for Applied TechnologiesNov 2015 to Mar 2018
- MML Investors ServicesAug 2014 to Jan 2017
- MassmutualJun 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6367357
- Firm CRD
- 519