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Lincoln Tyler Eggertz

Wilson-Davis & CO., Inc.

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About Lincoln Tyler Eggertz

Lincoln Tyler Eggertz is a financial advisor with Wilson-Davis & CO., Inc., located in Salt Lake City, UT. Lincoln has over two years of experience in the financial industry and is registered to provide investment advice in Utah. Lincoln holds the Series 63, Series 7TO, Series 24, and SIE licenses. Prior to joining Wilson-Davis & CO., Inc., Lincoln worked at ALPINE SECURITIES CORPORATION. Lincoln is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Lincoln Eggertz is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lincoln Eggertz’s Registration & Firm History

UT

04/11/2024 - Present

Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)

UT

03/15/2022 - 03/28/2024

ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 11/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Lincoln Tyler Eggertz. Review regulatory record here.
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