Featured Business Financial Advisor in Greenville, SC
Greenville Financial Advisors
Lincoln Financial Advisors Corp.
3 Caledon Court, Suite C
Greenville, SC 29615
(864) 242-3637
Advisor Profile
Name:  William Holt, CFP
Phone Number:  (864) 242-3637
Website:  Visit Website

About Lincoln Financial Advisors Corp.

I work with my clients to help them meet their financial goals, needs and wants.
I build successful, long-term client relationships based on trust, open communication, and integrity.
I work with my clients to help Protect, Preserve, and Grow their net worth.
I work with my clients to be as prepared as possible for major life changes and milestones such as; college education, retirement, long term care, disability, and estate preservation.
I work with my clients to be sure their investment portfolio is diversified according to their risk tolerance.
I do my best to improve my client's future quality of life. By treating each client individually, since every client has a unique set of circumstances.
 

General Information

Gender:    Male
CRD#:    1350239
Firm CRD#:    3870
Name of Broker/Dealer:    Lincoln Financial Securities Corp.
States Licensed in:    SC
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Bachelor of Arts degree - Francis Marion University
 

Services

Investment Types:    Stocks, Mutual Funds, Bonds, Annuities
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 24, Series 22, Series 7
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee
Additional Details on Charges:    Fees are based on the complexity of the situation and agreed upon up front.
 
 
 
Prepared By: William Holt, CFP