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.
William Marney is a financial advisor at Lincoln Investment with 15 years of industry experience and a Series 66 designation. His prior experience includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of advising, he manages account communications for a retail car wash business. Lincoln Investment is an SEC-registered adviser and broker-dealer with nearly 900 advisors and approximately $18.9 billion in assets under management, serving a diverse client base with a combination of advisor-managed and programmatic investment strategies.
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
Boyd, TX
Texas
Lincoln Investment
2026 - Present (1 year)
Mass Mutual Life Insurance Company
2024 - 2026 (2 years)
MML Investors Services LLC
2024 - 2026 (2 years)
Marney Group Consulting
2022 - 2024 (2 years)
Cetera Advisor Networks
2022 - 2022 (1 year)
Armstrong Purselley Wealth Management Group
2022 - 2022 (1 year)
CWM, LLC dba Carson Partners
2022 - 2022 (1 year)
Charles Schwab
2021 - 2021 (1 year)
Marney Ranch
2016 - 2024 (8 years)
Td ameritrade
2007 - 2021 (14 years)
Marney Ministries
2004 - 2024 (20 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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