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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

William Eric Marney

Advisor at LINCOLN INVESTMENT

Fort Washington, PA | Boyd, TX

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Search this name across graphsid dfx:ria:70c887c6-de07-fd7c-5eb5-c474ebd36267

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Feb 7, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LINCOLN INVESTMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 19, 2025
First registration: Feb 7, 2013
Dual registered: yes, broker-dealer
Other names: ERIC MARNEY
IAPD individual key: 5354441

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LINCOLN INVESTMENT	Independent wealth	Feb 13, 2026	n/a	yes	Boyd, TX\|Fort Washington, PA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Dec 9, 2025	Feb 9, 2026	no	Boyd, TX\|Dallas, TX	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 31, 2022	Jul 27, 2022	no	South Lake, TX	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 14, 2022	Jul 27, 2022	no	OMAHA, NE\|Bedford, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 4, 2021	Jan 28, 2022	no	Westlake, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 7, 2013	Oct 20, 2021	no	FORT WORTH, TX\|Westlake, TX\|SAN DIEGO, CA\|OMAHA, NE\|Westlake, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	LINCOLN INVESTMENT	Feb 9, 2026	Feb 13, 2026	4	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	MML INVESTORS SERVICES, LLC	Jul 27, 2022	Dec 9, 2025	1,231	Firm change after gap	Ibd to ibd
CWM, LLC	CETERA ADVISOR NETWORKS LLC	Jul 27, 2022	Mar 31, 2022	-118	Firm change after gap	Ibd to ibd
CHARLES SCHWAB & CO., INC.	CWM, LLC	Jan 28, 2022	Feb 14, 2022	17	Firm change	Ibd to ibd
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Oct 20, 2021	Oct 4, 2021	-16	Channel change	Other

Relationships

Registered with (6)

→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Dec 9, 2025 to Feb 9, 2026factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 31, 2022 to Jul 27, 2022factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 14, 2022 to Jul 27, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 4, 2021 to Jan 28, 2022factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 7, 2013 to Oct 20, 2021factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
William Eric Marney left Mml Investors Services, Llc for Lincoln Investment (registered 2026-02-13)
Form ADVobserved 6 days ago
Occurred
Jul 27, 2022
Advisor changed firm
William Eric Marney left Cetera Advisor Networks Llc for Mml Investors Services, Llc (registered 2025-12-09)
Form ADVobserved 6 days ago
Occurred
Jul 27, 2022
Advisor changed firm
William Eric Marney left Cwm, Llc for Cetera Advisor Networks Llc (registered 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2022
Advisor changed firm
William Eric Marney left Charles Schwab & Co., Inc. for Cwm, Llc (registered 2022-02-14)
Form ADVobserved 6 days ago