Lincoln T. Wells
Professional summary
Lincoln Thomas Wells is a registered financial advisor currently at TAMALPAIS ASSET MANAGEMENT located in Larkspur, California.
Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lincoln has worked at 4 firms and has passed the Series 65, Series 63, Series 56, Series 44 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lincoln Thomas Wells's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2022 - Present
TAMALPAIS ASSET MANAGEMENT
Office #1: 900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939November 4, 2011 - February 29, 2012
VTRADER PRO, LLC
May 13, 2005 - September 28, 2005
WELLS, LINCOLN THOMAS
October 4, 1996 - April 15, 1997
PIPER SANDLER & CO.
Primary Firm SEC Registration
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017 / SEC#: 801-132936
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2022)
Exams
Series 56
Date: 11/3/2011
Proprietary Trader Qualification ExaminationSeries 44
Date: 7/29/1998
PCX Market Maker ExamCurrent Firm
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017 / SEC#: 801-132936
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 209,461,440 |
Red Flags
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Company Information
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017Larkspur, CA 94939TRUST BUT VERIFY
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