Andrew Gordon Harr

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Lincoln Investment
  Southfield, MI

Other Businesses

CONSOLIDATED FINANCIAL - TRAINER POSITION: TRAINER (CONTRACTED) NATURE: TRAINER OF NEWLY APPOINTED INSURANCE AGENTS INVESTMENT RELATED: YES NUMBER OF HOURS: 16 INVESTMENT RELATED HOURS: 16 START DATE: 05/12/2011 ADDRESS: 28411 NORTHWESTERN HIGHWAY, SUITE 950, SOUTHFIELD MI 48034 DESCRIPTION: I TRAIN NEWLY APPOINTED AGENTS WITH CFC ON HOW TO WORK IN THE 403B MARKET, WITH A FOCUS ON SUITABILITY AND PRODUCT KNOWLEDGE. FIXED ANNUITIES & LIFE INSURANCE POSITION: Life and Health Insurance Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2003 ADDRESS: 1356 Bishop, Grosse Pointe Park MI 48230, United States DESCRIPTION: General Sales of Fixed Annuities and Life Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-22
• S63 Uniform Securities Agent State Law Examination
  2003-01-21