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William Phillip Trembler

Capital Analysts

Bethlehem, PA

Lincoln Investment

Bethlehem, PA

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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-05
  • PA RA
    APPROVED
    Since 2014-03-05

Branch Locations

1 East Broad Street Ste. 440, Bethlehem, PA 18018 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-07
  • PA RA
    APPROVED
    Since 2011-04-07

Branch Locations

1 East Broad Street Suite 550, Bethlehem, PA 18018 • 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
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Bethlehem PA 04/1994 Present
  • 04/1994 → Present
    Lincoln Investment Planning, Inc.
    Bethlehem, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-18
S63 Uniform Securities Agent State Law Examination 1992-11-16
  • S65 Uniform Investment Adviser Law Examination
    1999-12-18
  • S63 Uniform Securities Agent State Law Examination
    1992-11-16
Other Names
  • William Phillips Trembler

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA
CAPTRUST

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA
CAPTRUST · Bethlehem, PA

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