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William Paul Weber

Lincoln Investment

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About William Paul Weber

William Paul Weber is a financial advisor in Bethlehem, Pennsylvania. William has been in the industry since 2000. William is currently registered with Lincoln Investment and Capital Analysts. William previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., WACHOVIA SECURITIES, LLC, MORGAN STANLEY DW INC., and LINCOLN INVESTMENT PLANNING, INC.. William specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. William has passed the Series 7, Series 31, SIE, Series 63, and Series 65 exams.

Firm Information

William Weber is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Weber’s Registration & Firm History

PA

04/06/2011 - Present

Lincoln Investment (BETHLEHEM PA)

PA

06/25/2009 - 12/13/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (EASTON PA)

PA

06/01/2009 - 06/23/2009

MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)

PA

08/31/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)

PA

09/28/2005 - 09/27/2007

WACHOVIA SECURITIES, LLC (BATH PA)

NY

03/28/2001 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

PA

02/28/2000 - 03/02/2001

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 05/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for William Paul Weber. Review regulatory record here.
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