Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MN | RA | APPROVED | 2015-07-30 |
Branch Locations
10700 Old Country Road 15 Suite 300, Minneapolis, MN 55441 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
10700 Old Country Road 15 Suite 300, Minneapolis, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc. | Minneapolis | MN | 01/1994 | Present |
| Aag Securities, Inc. | Minneapolis | MN | 06/1995 | Present |
| Lincoln Investment | Montgomery | AL | 08/2010 | Present |
UNITED BROKERAGE SERVICES POSITION: PRESIDENT NATURE: INSURANCE SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 140 INVESTMENT RELATED HOURS: 140 START DATE: 01/01/1991 ADDRESS: 3025 HARBOR LANE N., SUITE 430, MINNEAPOLIS MN 55447 DESCRIPTION: I WEAR ALL HATS; HUMAN RESOURCES, MARKETING, DEVELOPMENT, SALES, OFFICE MANAGER, ACCOUNTING, ETC. I ALSO WORK WITH CLIENTS AND SELL LIFE,ANNUITIES, AND MEDICARE PLANSFOR COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
Reach out to this advisor