Victoria Ann Mcdonald

Current Employers

Employment History

• 08/1986 → Present
  Lincoln Investment Planning, Inc.
  Jenkintown, PA
• 08/2009 → Present
  Budding Ip Properties
  New Hope, PA

Other Businesses

SHAREHOLDER OF PARTNERSHIP IN COSTA RICA POSITION: SHAREHOLDER NATURE: REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2006 ADDRESS: 1877 AQUETONG ROAD, NEW HOPE PA 18938 DESCRIPTION: NONE FINCA LAS BRISAS POSITION: minority sharedholder. Shares are held under an IRA with Entrust Gama NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2006 ADDRESS: 1877 Aquetong rd, new hope PA 18938, United States DESCRIPTION: none BUDDING IP PROPERTIES POSITION: Partial owner of the LLC. The LLC is currently not generating any income NATURE: Real estate rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2009 ADDRESS: PO Box 644, New Hope PA 18938, United States DESCRIPTION: I do not have an active role in this LLC Encompass Wealth and Legacy Planning, LLC Position: Owner, Managing Member, Member Nature: Marketing of Financial Services, Tax/Accounting Purposes Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 1/18/2017 Address: 1877 AQUETONG RD NEW HOPE, PA 18938 Description: Journaling Lincoln compensation through this entity. DBA for Lincoln business

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1986-10-30

Designations

Other Names

• Victoria Anne Swartz