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Tamara Lisa Indianer

Capital Analysts

Fort Washington, 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
MA RA APPROVED 2015-09-15
  • MA RA
    APPROVED
    Since 2015-09-15

Branch Locations

601 Office Center Drive Suite 311, Fort Washington, PA 19034 • 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
Northern Life Miami FL 02/1995 Present
Managed Benefits Group Framingham MA 05/1995 Present
Lincoln Investment Planing, Inc. Woburn MA 05/2000 Present
Lincoln Investment Planning, Inc. Waltham MA 05/2010 12/2022
Lincoln Investment Waltham MA 01/2023 Present
  • 02/1995 → Present
    Northern Life
    Miami, FL
  • 05/1995 → Present
    Managed Benefits Group
    Framingham, MA
  • 05/2000 → Present
    Lincoln Investment Planing, Inc.
    Woburn, MA
  • 05/2010 → 12/2022
    Lincoln Investment Planning, Inc.
    Waltham, MA
  • 01/2023 → Present
    Lincoln Investment
    Waltham, MA
Other Businesses

NTSA POSITION: I will serve on the CRES Committee. NATURE: Industry Association INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 4401 North Fairfax Drive, Suite 600, Arlington VA 22203, United States DESCRIPTION: I serve on the CRES committee whose goal is to bring financial literacy to the employees of public schools. NEUROFIBROMATOSIS NORTHEAST POSITION: Board member NATURE: Nonprofit dedicated to finding a cure for NF INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 9 Bedford St, #3, Burlington MA 01803, United States DESCRIPTION: Sit on the board and provide advocacy, support and awareness while promoting research and enhanced clinical care. MASBO POSITION: I am chair of the Vendor Advisory Committee. NATURE: School Business Officials organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/23/2013 ADDRESS: 11 Grove St, 3rd Floor, Hopkinton MA 01748, United States DESCRIPTION: I co-chair a committee comprised of vendors affiliated with MASBO in order to promote effective relationships between MASBO members and vendors; and thereby, to concomitantly improve communication between vendor affiliates, the membership and the Board of Directors. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/08/2013 ADDRESS: 601 Office Center Drive, Suite 300, Fort Washington PA 19034, United States DESCRIPTION: Selling insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-30
S63 Uniform Securities Agent State Law Examination 1995-07-11
  • S65 Uniform Investment Adviser Law Examination
    1997-05-30
  • S63 Uniform Securities Agent State Law Examination
    1995-07-11
Designations
Other Names
  • Tammy Indianer

View on SEC IAPD

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