Colin Thomas Denney

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 12/2022 → 05/2023
  Stewardship Advisory Group
  Clermont, FL
• 08/2019 → Present
  Liberty University
  Lynchburg, VA
• 05/2013 → 08/2019
  Sante Fe Christian School
  Solana Beach, CA
• 06/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2023 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

FLORIDA EDUCATORS INSURANCE LLC DBA GAC WEALTH MANAGMENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2023 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: Selling and servicing insurance products WEST COAST CAPITAL ADVISORS LLC POSITION: Owner, Managing Member, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2023 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: Selling insurance and servicing insurance products

Exams

• S66 Uniform Combined State Law Examination
  2023-06-19

Designations

• Certified Financial Planner