Sylvia Marruffo Drury

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	1999-07-22

CO RA
APPROVED

Since 1999-07-22

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Evergreen, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
1005 Brynmawr Ne	Albuquerque	NM	12/1989	Present
Metlife Resources	Denver	CO	05/1990	Present
Lincoln Investment Planning, Inc.	Evergreen	CO	06/1999	Present

12/1989 → Present

1005 Brynmawr Ne

Albuquerque, NM
05/1990 → Present

Metlife Resources

Denver, CO
06/1999 → Present

Lincoln Investment Planning, Inc.

Evergreen, CO

Other Businesses

INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/02/2012 ADDRESS: 27859 Fireweed Drive, Evergreen CO 80439, United States DESCRIPTION: Insurance, FIA, LTC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-04-11

S63 Uniform Securities Agent State Law Examination

1990-04-11

Other Names

Sylvia Drury

View on SEC IAPD