Nancy L. Heffner

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-11-15

PA RA
APPROVED

Since 2011-11-15

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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, Inc.	Jenkintown	PA	07/1985	Present

07/1985 → Present

Lincoln Investment Planning, Inc.

Jenkintown, PA

Other Businesses

Women in Transition Position: Board of Directors (Ex-Officio) Member, Chair of Development Committee, Finance Committee Member Nature: Non-Profit Investment Related: No Hours: 6 Trading Hours: 0 Start Date: 04/23/2009 ADDRESS: 718 arch Street, Suite 401N, Philadelphia PA 19106, United States Description: I attend board meetings. I don't have access to the checking account and I am not a signer.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-13
S63	Uniform Securities Agent State Law Examination	1986-06-25

S65 Uniform Investment Adviser Law Examination

1999-12-13
S63 Uniform Securities Agent State Law Examination

1986-06-25

Other Names

Nancy H Boyd
Nancy Lynn Heffner
Nancy Lynn Boyd
Nancy L. H. Boyd
Nancy L. H. Boyd

View on SEC IAPD