Best Investors Account Sign in

Stephen Schultz

Capital Analysts

Horsham, PA

Lincoln Investment

Horsham, PA

Claim This Profile
Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-04
  • PA RA
    APPROVED
    Since 2023-05-04

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-10-24
  • PA RA
    APPROVED
    Since 2014-10-24

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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 Wyncote PA 05/2014 Present
Capital Analysts, Llc Horsham PA 05/2023 Present
  • 05/2014 → Present
    Lincoln Investment Planning
    Wyncote, PA
  • 05/2023 → Present
    Capital Analysts, Llc
    Horsham, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-14
  • S66 Uniform Combined State Law Examination
    2014-10-14
Other Names
  • Steve Schultz

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
GLOBAL RETIREMENT PARTNERS LLC
GIBRALTAR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
SIEBERT ADVISORNXT, LLC.
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

CHRISTOPHER PEYTON ROBERTS
NICHOLAS JR. ANDREW CANUSO
TREVIN J PANAIA
ANTHONY STROM PASTOR
LEONARD CHARLES BORCKY
JENNIFER REBECCA BRACCIO
ANTHONY MICHAEL MANTELLINO
LOUIS MICHAEL SALTARELLI

Other Offices

LPL FINANCIAL LLC · HORSHAM, PA
EAGLE STRATEGIES LLC · Horsham, PA
GLOBAL RETIREMENT PARTNERS LLC · Horsham, PA
GLOBAL RETIREMENT PARTNERS LLC · Horsham, PA
LPL FINANCIAL LLC · HORSHAM, PA
LPL FINANCIAL LLC · HORSHAM, PA
GIBRALTAR WEALTH MANAGEMENT, LLC · HORSHAM, PA
WEALTHCARE ADVISORY PARTNERS LLC · HORSHAM, PA

More in Horsham, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor