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Todd Allen Peters

Capital Analysts

Lansdale, PA

Lincoln Investment

Horsham, PA

Lansdale, PA

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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-10-01
  • PA RA
    APPROVED
    Since 2014-10-01

Branch Locations

100 West Main St. Suite 412, Lansdale, PA 19446 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-05
  • PA RA
    APPROVED
    Since 2011-04-05

Branch Locations

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

100 West Main Street Century Plaza Suite 412, Lansdale, PA 19446 • 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, Inc. Lansdale PA 06/1981 Present
#Ia Lincoln Investment Planning, Inc. Lansdale PA 06/1981 Present
  • 06/1981 → Present
    Lincoln Investment Planning, Inc.
    Lansdale, PA
  • 06/1981 → Present
    #Ia Lincoln Investment Planning, Inc.
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-08
S63 Uniform Securities Agent State Law Examination 1983-04-05
  • S65 Uniform Investment Adviser Law Examination
    1995-06-08
  • S63 Uniform Securities Agent State Law Examination
    1983-04-05

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TANNHAUSER FINANCIAL LLC
INTEGRITY INVESTMENT ADVISORS, LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JOSEPH JOHN OCHOTNY
SUSAN MARIE WALLA
Vincent John Giarrocco
JOSEPH ANTHONY ROMANOSKI
Gregory Malcolm
SEAN CHRISTOPHER WIELAND
MARK BENJAMIN ZINMAN
IRA M. FELDMAN

Other Offices

CETERA INVESTMENT ADVISERS LLC · LANSDALE, PA
CETERA INVESTMENT ADVISERS LLC · NORTH WALES, PA
WELLS FARGO CLEARING SERVICES, LLC · LANSDALE, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH WALES, PA
TANNHAUSER FINANCIAL LLC · NORTH WALES, PA
INTEGRITY INVESTMENT ADVISORS, LLC · LANSDALE, PA
CITIZENS SECURITIES, INC. · LANSDALE, PA
COMMONWEALTH FINANCIAL NETWORK · North Wales, PA

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