Tatyana Williams
Investment adviser representative at Lincoln Investment
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$22BFirm assets
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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 InvestmentMar 2025 to now
- The Vanguard Group, IncJun 2021 to Jan 2025
- Northwestern MutualJun 2019 to Jan 2020
- William Paterson UniversityJan 2018 to May 2021
- Restaurant DepotJun 2017 to Nov 2017
- University of the ArtsJan 2017 to May 2017
- ShopriteMay 2014 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7112654
- Firm CRD
- 519