Brian Christopher Shank

Current Employers

Employment History

• 09/2007 → Present
  Lincoln Investment Planning Inc
  Mountville, PA
• 01/2008 → Present
  Phillips Financial Services, Inc
  Mountville, PA

Other Businesses

BCS ANNUITY AND INSURANCE BENEFITS COMPANY, INC POSITION: President Insurance products NATURE: Insurance/fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2012 ADDRESS: 385 Highland Drive, Mountville PA 17554, United States DESCRIPTION: Part of overall financial picture for clients. Fixed annuities and Life Insurance, LTC BRIAN C. SHANK POSITION: Owner of office building NATURE: Office Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 385 Highland Drive, Mountville PA 17554, United States DESCRIPTION: Collect Rent from existing tenants. Annuity & Insurance Benefits Corp  Position: President, 100% owner Nature: Fixed Annuity  Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 1/1/2008 Address: 385 Highland Drive  Mountville, PA 17554 Description: No new business for this company.  Old Fixed Annuity business with mostly open annuities at 3% minimum interest rates BCS Financial Inc ( DBA Phillips Financial Services ) Position: President, 100% Owner Nature: Financial Services, Marketing Investment Related: Yes Hours: 130 Securities Trading Hours: 130 Start Date: 1/1/2008 Address: 385 Highland Drive  Mountville, PA 17554 Description: DBA for Lincoln business. Help mostly educators plan and save for retirement, set up 403(b)'s and help with PSERS retirement options, use mostly Advisory CCP portfolios or asset managers to help navigate the changing economy (business through Lincoln).

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-25
• S63 Uniform Securities Agent State Law Examination
  2006-05-25