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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:

Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-10-18
  • NJ RA
    APPROVED
    Since 2017-10-18

Branch Locations

500 Newton Ave, Oaklyn, NJ 08107 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2002-07-29
  • NJ RA
    APPROVED
    Since 2002-07-29

Branch Locations

Oaklyn, NJ • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Voorhees NJ 10/1991 Present
  • 10/1991 → Present
    Lincoln Investment Planning, Inc.
    Voorhees, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-01
  • S63 Uniform Securities Agent State Law Examination
    1993-12-01

View on SEC IAPD

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