Randall Lee Taylor

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

• 02/2014 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 05/2014 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Shippensburg, PA

Previous Registrations

• 2014-05-06 → 2019-10-04
  Legend Advisory, Llc
  Shippensburg, PA
  Palm Beach Gardens, FL

Other Businesses

DREW MICHAEL TAYLOR FOUNDATION POSITION: President NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 06/13/2006 ADDRESS: 402 RICHWALTER AVENUE, SHIPPENSBURG PA 17257 DESCRIPTION: Facilitate Board meetings. Speaking engagements. VOLUNTARY BENEFITS POSITION: Administer Voluntary Benefits for the Fannett-Metal SD NATURE: Voluntary Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2015 ADDRESS: 14823 Path Valley Rd,1, Willow Hill PA 17271 DESCRIPTION: Administer the Voluntary Benefits for the Fannett-Metal SD SHIPPENSBURG PT POSITION: Adminster the voluntary benefits NATURE: Voluntary Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 20 Park Place, Shippensburg PA 17257 DESCRIPTION: Adminster voluntary benefits ROTARY CLUB OF SHIPPENSBURG FOUNDATION POSITION: Board Member NATURE: Fund Raising. Scholarships. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2021 ADDRESS: PO Box 572, Shippensburg PA 17257, United States DESCRIPTION: The Rotary Club Foundation of Shippensburg raises money through a golf tournament to fund scholarships for two students at Shippensburg HS. ELECTION WORKER POSITION: Election worker. NATURE: Work at the polls INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2023 ADDRESS: 303 South Washington Street, Shippensburg PA 17257, United States DESCRIPTION: Work at the polls MEALS ON WHEELS POSITION: Driver NATURE: Food delievery INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2024 ADDRESS: Branch Creek Place, 115 North Fayette Street, Shippensburg PA 17257, United States DESCRIPTION: Deliver food to the elderly High School Football Games  Position: Chain Gang Nature: High School Football Investment Related: No # of Hours: 6 Securities Trading Hours: 2 Start Date: 8/31/2025 Address: 317 North Morris Street Shippensburg, Pennsylvania  17257 Description: Hold the first down chains. work on the sidelines

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  2007-12-17