Brian James Hamlin

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:

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2015-01-14

MI RA
APPROVED

Since 2015-01-14

Branch Locations

Suite 950 28411 Northwestern Hwy., Southfield, MI 48034 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2014-11-17

MI RA
APPROVED

Since 2014-11-17

Branch Locations

29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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

Organization	City	State	From	To
Lincoln Investment Planning	Wyncote	PA	10/2014	Present

10/2014 → Present

Lincoln Investment Planning

Wyncote, PA

Other Businesses

CONSOLIDATED FINANCIAL CORP POSITION: INSURANCE Agent NATURE: INSURANCE/FIXED PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 01/01/2015 ADDRESS: 28411 NORTHWESTERN HWY, SUITE 950, SOUTFIELD MI 48034 DESCRIPTION: SALES OF OF INSURANCE AND FIXED PRODUCTS BRIHAM DEVELOPMENT POSITION: Owner NATURE: Sales and Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1061 Northlawn Blvd, Birmingham MI 48009, United States DESCRIPTION: Life insurance and fixed annuity sales Briham Development Position: Insurance Representative/Agent Nature: Insurance/Fixed Products Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 6/6/2018 Address: 1061 Northlawn Blvd Birmingham, MI 48009 Description: Sales of of fixed insurance products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-12
S65	Uniform Investment Adviser Law Examination	1999-03-01
S63	Uniform Securities Agent State Law Examination	1993-08-13

S66 Uniform Combined State Law Examination

2014-11-12
S65 Uniform Investment Adviser Law Examination

1999-03-01
S63 Uniform Securities Agent State Law Examination

1993-08-13

View on SEC IAPD