Unclaimed
Lincoln Karris Sills is an Investment Advisor Representative at Eagle Strategies LLC. Lincoln has been in the securities industry for over 3 years. Lincoln holds Series 63, 65, and SIE licenses and has been registered as an Investment Advisor Representative in Colorado, Georgia, Illinois, New Mexico, North Carolina, Tennessee, and Washington. Lincoln has experience working with high net worth individuals, corporations or other businesses, and individuals other than high net worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
05/03/2024 - Present
Eagle Strategies LLC (KNOXVILLE TN)
IA
Issued 4/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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