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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-05 |
Branch Locations
1 East Broad Street Ste. 440, Bethlehem, PA 18018 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-07 |
Branch Locations
1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Bethlehem | PA | 04/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-16 |
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