Geoffrey Alan Wright

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/1977 → Present
  New York Life Ins Co
  Ny, NY
• 02/1983 → Present
  Lincoln Investment Planning, Inc.
  Cobleskil, NY

Other Businesses

VIP INTERNET STABLE, LLC POSITION: I OWN A SMALL PORTION OF 3 RACE HORSES. THE OWNERSHIP RANGES FROM 1% TO 5%. NATURE: HORSE RACING PARTNERSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/2011 ADDRESS: P. O. BOX 396, PISCATAWAY NJ 08855 DESCRIPTION: I AM AN OWNER ONLY. I DO NOT TRAIN OR DRIVE THE HORSES. GEOFF WRIGHT POSITION: agent NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/11/1977 ADDRESS: 7 Horvath Drive, Ithaca NY 14850, United States DESCRIPTION: sales and service of employee benefits

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-10