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Pamela Susan Lepore

Capital Analysts

Mt. Royal, NJ

Lincoln Investment

Horsham, PA

CRD 3210576

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-04-01
  • NJ RA
    APPROVED
    Since 2015-04-01

Branch Locations

72 Berkley Rd, Mt. Royal, NJ 08061 • 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
NJ RA APPROVED 2007-11-09
  • PA RA
    APPROVED
    Since 2011-04-05
  • NJ RA
    APPROVED
    Since 2007-11-09

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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. Wyncote PA 03/1999 Present
  • 03/1999 → Present
    Lincoln Investment Planning, Inc.
    Wyncote, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-12
  • S63 Uniform Securities Agent State Law Examination
    2000-08-12
Designations
  • Certified Financial Planner
Other Names
  • Pamela Susan Swartz
  • Pamela Susan Lepore
  • Pamela Din
  • Pamela Susan Din
  • Pamela Susan Swartz

View on SEC IAPD

Nearby Firms

SIEBERT ADVISORNXT, LLC.
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
LPL FINANCIAL LLC

Nearby Investors

BENJAMIN C FAIR
LISA JOY NEWSHAM
DAVID ARLEN FRIEDMAN

Nearby Offices

SIEBERT ADVISORNXT, LLC. · Horsham, PA
PRIME SOLUTIONS FINANCIAL SERVICES CORP. · HORSHAME , PA
PRIME SOLUTIONS FINANCIAL SERVICES CORP. · HORSHAM, PA

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