Adviser and broker representative · Lincoln Investment
Andrew Ramsey
CRD 6687112 · The Woodlands, TX
At a glance
Andrew Ramsey is an investment adviser representative with Lincoln Investment in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2021, about 5 years ago. Andrew is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince March 2021The Woodlands, TX · $22B in regulatory assets
- Capital AnalystsSince July 2021The Woodlands, TX · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Lincoln Investment
- Christopher S. RamseyThe Woodlands · Certified Financial Planner
- Ray W. StanleyThe Woodlands
- Zachary A. AbramsShaker Heights · Certified Financial Planner
- William J. AdelsbergerHorsham
- Don W. AdwellLutz
- Richard O. AhumadaFort Washington
- Eddie I. AlbaziFort Washington
- Justin R. AlbrechtFort Washington
Every advisor at Lincoln Investment →Lincoln Investment: assets, clients and custodians →Financial advisors in The Woodlands, TX →Every Lincoln Investment advisor in The Woodlands →Advisor Moves: who changed firms this week →