Lincoln Tyler Eggertz
Professional Summary
Lincoln Tyler Eggertz is a registered financial advisor currently at ATLAS CLEARING, INC. located in Salt Lake City, Utah. Lincoln is registered as a RR (Registered Representative) and started their career in finance in 2022. Lincoln has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
ATLAS CLEARING, INC. | WILSON-DAVIS & CO., INC.
Contact Information
Main Address
136 South Main Street Suite 500, Salt Lake City, UT 84101-2104Mailing Address
P.o. Box 11587, Salt Lake City, UT 84147-0587Phone Number
(801) 532-1313Established
Utah since 11/12/1968Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
57Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/12/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lincoln Tyler Eggertz's CRS (Customer Relationship Summary).
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