Advisor at Lincoln Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lincoln Investment
Location
Amherst, NY 14228
Credentials
Series 63, Series 65
Industry experience
11 years
Markus Williams is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Investment Services, KeyBank, Prudential Insurance Company of America, Allstate Insurance, and MassMutual. Outside of his advisory role, he serves as an Operations Coordinator in logistics. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees possible for financial planning services; fees negotiated individually
$0 - $500,000: Wealth Solutions Platform Fee: 0.15%; Workplace Retirement Solutions Platform Fee: 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee: 0.12%; Workplace Retirement Solutions Platform Fee: 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee: 0.10%; Workplace Retirement Solutions Platform Fee: 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee: 0.08%; Workplace Retirement Solutions Platform Fee: 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee: 0.06%; Workplace Retirement Solutions Platform Fee: 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee: 0.04%; Workplace Retirement Solutions Platform Fee: 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee: 0.03%; Workplace Retirement Solutions Platform Fee: 0.15% $35,000,000.01+: Wealth Solutions Platform Fee: 0.02%; Workplace Retirement Solutions Platform Fee: 0.15%
Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products
Hourly fees possible for financial planning services; fees negotiated individually
Minimum fee: Minimum annual Platform Fee of $100.00 per year for Lincoln Signature Solutions Client Custom Portfolios Program Fee-only: Financial planning services offered on flat or hourly fee basis; fees negotiated individually; hourly or flat fees disclosed in Planning Services Agreement
61 John Muir Dr., Ste. 100
Amherst, NY 14228
New York
Lincoln Investment
2025 - Present (1 year)
Lincoln Investment
2025 - Present (1 year)
Key Investment Services
2022 - 2025 (3 years)
KeyBank
2022 - 2025 (3 years)
Prudential Insurance Company of America
2019 - 2022 (3 years)
Pruco Securities, LLC.
2019 - 2022 (3 years)
Allstate Insurance co.
2017 - 2019 (2 years)
Charter School for Applied Technologies
2015 - 2018 (3 years)
MML INVESTORS SERVICES
2014 - 2017 (3 years)
Massmutual
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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EWM Advisory
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