Thomas H Watkins

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

• 09/1982 → Present
  Lincoln Investment Planning, Inc.
  Jenkintown, PA

Other Businesses

SPRING SIDE CHESTNUT HILL ACADEMY POSITION: I serve on the 403b Investment committee and the audit committee. NATURE: I serve on the Board of Trustees INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/23/2022 ADDRESS: 500 W. Willow Grove Ave., Philadelphia PA 19118, United States DESCRIPTION: Same as question 4 and 5. JOHN MCKEE SCHOLARSHIP COMMITTEE POSITION: committee member NATURE: We reveiw scholarship applications of high school young men going to college. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2024 ADDRESS: P.O. Box 144, Merion Station PA 19066, United States DESCRIPTION: One day of the year we meet with scholarship finalists ask them questions about their interests and school activities and either award them the scholarship or not. Thomas Watkins Position: Agent Nature: Insurance Sales and Marketing Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 1/9/2026 Address: 5 Walnut Grove Ave. Suite 240 Horsham , PA 19044 Description: Sales and marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1982-11-01

Other Names

• Thomas Henry (Jr) Watkins