Our Philosophy: Serve first, long-term relationship, strict confidentiality. Coordinate with your current advisors to create a team of experienced professionals working on your behalf- Educate you as to your alternatives so you may make informed decisions. Develop a resource center to provide up-to-date information for your particular situation. Action orientation.
|Firm Start Year:||1988|
|Name of Broker/Dealer:||Lincoln Financial Advisors Corp.|
|States Licensed in:||AL, AZ, CA, FL, GA, IL, IN, KY, MD, MS, NC, OR, PA, SC, TN, TX, VA, PR|
|Number of Years with Current Firm:||26|
|Work Experience:||With over 90 years of combined experience, Bill, Ken, and Wiley bring expertise in a number of areas. With long tenure as financial professionals, a focus on comprehensive planning and client service are forefront in how we help those we work with identify and work toward meeting their goals.|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Insurance, Annuities|
|I can meet clients in the following ways:||At your office, Via phone, At my office, At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Annuity, Long Term Care|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA)|
|Advisor's Number of Clients:||2000|
|Advisor's Number of Managed Clients:||150|
|Advisor's Number of Planning Clients:||50|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||<1%|
|Organization:||Volunteer State Community College Foundation Gallatin, TN|
|Bachelor of Science - Business Administration||
Austin Peay State University
August 1966- December 1968
|Bachelor of Science in Business||
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Mississippi, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFAs Forms ADV, Part 2A, which describe LFAs investment advisory services, Regulation Best Interest Disclosure Document, which describes LFAs broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
First Financial Group of the South and Financial Edge are not affiliates of Lincoln Financial Advisors Corp.
He is an investment adviser representative and registered representative with Lincoln Financial Advisors Corporation, a registered investment adviser and broker/dealer. Member SIPC. He has worked over 30 years in the financial services industry, and has been associated with the Nashville office of Lincoln Financial Advisors since 1994. He has earned the prestigious Chartered Retirement Planning CounselorSM professional designation. Achieving the CRPC® designation helps advance Lincoln Financial Advisor's goal of providing client-centered financial planning services, and preparing clients to navigate the changing retirement landscape with confidence. Bill is backed by some of the most specialized legal, tax and investment specialists in the country. His business is to coordinate your financial situation on a cross-disciplinary basis, taking into account the tax, legal, financial and product perspectives. His focus is to optimize the financial position with respect to the accumulation, conservation and ultimate distribution of wealth for retirees, wealth accumulators, businesses and nonprofit organizations. He is a member of the Million Dollar Round Table (MDRT), Financial Planning Association, the Volunteer State Community College Foundation Board of Trustees, and has held positions in community, church and civic organizations. Mr. Nichols is married to Sandra of Springfield, TN and they have three children and five grandchildren. To qualify for the MDRT, members must meet a certain level of premium, commission or income during the year.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 1:00 PM|
|Kingston Springs||La Vergne|
|White Bluff||White House|