Virginia Tanner Harriett

Current Employers

Employment History

• 03/1983 → Present
  Lincoln Investment Planning, Inc.
  Voorhees, NJ

Other Businesses

NO SPECIAL NAME - RENTAL POSITION: Owner NATURE: Shore Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 1101 E Shore Drive, Unit C, Brigantine NJ 08053, United States DESCRIPTION: I am in charge of making sure the property is well maintained, repaired and painted. We have a realtor who handles all the bookings and we have a cleaning lady who does all the cleanings. HARRIETT CABIN, LLC POSITION: Owner NATURE: Short Term Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 590 Stoney Brook Road, Springfield NH 03284, United States DESCRIPTION: I am in charge of maintaining the property. We have a caretaker/rental agent and cleaning lady. SFSP-SJC POSITION: board of directors, Chairperson NATURE: Professional Group INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: PO Box 459, Fishers IN 46038, United States DESCRIPTION: I attend the bi-monthly CE meetings and board meetings. We plan educational meetings for CE Credit where possible and host an annual golf outing. I submit the programs for CE credit when applicable and present the CFP Ethics program annually. OXFORD LIFE POSITION: servicing / selling agent. NATURE: Fixed annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2024 ADDRESS: 2721 N Central Ave, Phoenix AZ 85004, United States DESCRIPTION: Client had an Oxford annuity mature...want to stay with the company for a new one because the rates were very good, compared to other firms. I discussed new annuitity options with the client and he chose the 7 year MYGA. I purchased a book of annuities from a retired agent that included some Oxford Fixed Annuities. This is the first case that I have had to sell a new annuity. It was a renewal case. MEDFORD UNITED METHODIST CHURCH POSITION: Chair of the Church's Administrative Council NATURE: Religious INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2 Hartford Road, MEDFORD NJ 08055-9592, United States DESCRIPTION: Attend monthly meeting, at night, to oversee the activities of my church. This is a volunteer position. Executrix OF VIRGINIA STEWARD'S ESTATE POSITION: Executrix NATURE: Executrix INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2025 ADDRESS: 12 Medford Evesboro Rd, Medford NJ 08055, United States DESCRIPTION: Settle Mom's estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-30
• S63 Uniform Securities Agent State Law Examination
  1983-04-20

Designations

Other Names

• Virginia Lee Tanner
• Tanner Ginger