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William Nichols

Lincoln Financial Advisors Corp

2100 West End Ave., #800
Suite 800

Nashville, TN 37203
(615) 5859975

Loews Vanderbilt Plaza

About Lincoln Financial Advisors Corp

Our Philosophy: Serve first, long-term relationship, strict confidentiality. Coordinate with your current advisors to create a team of experienced professionals working on your behalf- Educate you as to your alternatives so you may make informed decisions. Develop a resource center to provide up-to-date information for your particular situation. Action orientation.

General Information

Firm Start Year

1988

No.of Employees

2-4

CRD#

1936533

Firm CRD#

3978

Name of Broker/Dealer

Lincoln Financial Advisors Corp.

States Licensed in

AL, AZ, CA, FL, GA, IL, IN, KY, MD, MS, NC, OR, PA, SC, TN, TX, VA, Puerto Rico

Years of Experience in Financial Services

32

Number of Years with Current Firm

26

Work Experience

With over 90 years of combined experience, Bill, Ken, and Wiley bring expertise in a number of areas. With long tenure as financial professionals, a focus on comprehensive planning and client service are forefront in how we help those we work with identify and work toward meeting their goals.

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks

I can meet clients in the following ways

Via phone, At your office, At my office, At your home

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Advisor's Number of Clients

2000

Advisor's Number of Managed Clients

150

Advisor's Number of Planning Clients

50

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

<1%

Education

Bachelor of Science - Business Administration

Austin Peay State University
August 1966 - December 1968

Bachelor of Science in Business -

APSU
08/14/1964 - 12/15/1968

Disclosures

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Mississippi, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFAs Forms ADV, Part 2A, which describe LFAs investment advisory services, Regulation Best Interest Disclosure Document, which describes LFAs broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Disclaimer

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

First Financial Group of the South and Financial Edge are not affiliates of Lincoln Financial Advisors Corp.
CRN-3139340-062420