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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Roane Skeeters is a financial advisor with over 50 years of experience in the industry. William Roane Skeeters currently works for Lincoln Investment and William Roane Skeeters, Inc. and is registered to provide investment advice in 21 states. William Roane Skeeters is a Chartered Financial Consultant and specializes in retirement planning, education planning, investment planning and estate planning. William Roane Skeeters has a broad range of experience in the financial services industry, having previously worked at GREAT AMERICAN ADVISORS, INC., PMG SECURITIES CORPORATION, INVESTORS BROKERAGE SERVICES, INC., INSTITUTIONAL ASSET MANAGEMENT, DAVID HUCKIN AND ASSOCIATES INC., PHILADELPHIA LIFE ASSET PLANNING COMPANY, SLATERY SECURITIES GROUP, INC., SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION, USLIFE EQUITY SALES CORP., TRAVELERS EQUITIES SALES, INC., WESTAMERICA FINANCIAL CORPORATION, and SOUTHWESTERN LIFE INS CO.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2010 - Present
Lincoln Investment (DALLAS TX)
TX
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (DALLAS TX)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
05/28/1982 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
12/10/1987 - 02/21/1989
INSTITUTIONAL ASSET MANAGEMENT
NA
04/06/1981 - 11/29/1988
DAVID HUCKIN AND ASSOCIATES INC.
NA
07/03/1986 - 11/23/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
05/16/1986 - 07/31/1987
SLATERY SECURITIES GROUP, INC.
NA
04/08/1971 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
NA
05/01/1979 - 06/15/1984
USLIFE EQUITY SALES CORP.
NA
11/28/1977 - 05/01/1979
USLIFE EQUITY SALES CORP
NA
07/12/1974 - 01/05/1978
TRAVELERS EQUITIES SALES, INC.
NA
11/02/1973 - 07/12/1974
WESTAMERICA FINANCIAL CORPORATION
NA
06/11/1969 - 08/20/1971
SOUTHWESTERN LIFE INS CO
BOTH
Issued 12/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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