Andrew Ramsey

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

• 08/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2016 → 06/2017
  Full-Time Education
  Dallas, TX
• 06/2017 → 10/2017
  Pricewaterhousecoopers
  Dallas, TX
• 10/2017 → 06/2018
  Full-Time Education
  Dallas, TX
• 06/2018 → 10/2018
  Pricewaterhousecoopers
  Dallas, TX
• 10/2018 → 02/2019
  Full-Time Education
  Dallas, TX
• 02/2019 → 10/2019
  Pricewaterhousecoopers
  Dallas, TX
• 10/2019 → 06/2020
  Full-Time Education
  Dallas, TX
• 03/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2021 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

OUTLOOK FINANCIAL GROUP POSITION: Salaried Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 06/08/2020 ADDRESS: 2002 Timberloch Place, Ste. 135, The Woodlands TX 77380, United States DESCRIPTION: DBA for Lincoln business. Provided financial services to firm clients through Lincoln.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22

Other Names

• Andrew Ryan Ramsey