Capital Analysts Incorporated

Capital Analysts Incorporated

  • 3 Radnor Corporate Ctr Ste 220 Radnor
  • Wayne, Pennsylvania
  • 19087
  • Phone: (610) 995-1500
  • Fax: (303) 296-8230
  • Website

Description

The Lincoln Investment Companies have established emergency preparedness plans and procedures that address the possibility of a significant business disruption that could result from power outages, natural disasters and other events. This business continuity plan is reviewed, updated and tested on a regular basis and provides for continuation of investor services in the event of a disruption.

Product and Pricing Choice. Our product sponsors have been chosen based on their ability to offer products that meet the financial needs of our investors. With the ever-expanding array of products and services and the complexity associated with many of today's investment choices, it is important for investors to work with a qualified financial professional. Our FAs are dedicated to assisting you in finding the right investment product.

Capital Analysts has structured itself around a new wealth management services model. While we are a full-service broker-dealer and registered investment advisor, we see ourselves as more than that. We see ourselves as a business-to-business provider of best-of-breed technology and services for advisors providing wealth management services to affluent clients. We are here to support independent advisors in efficiently running their offices and growing sustainable, transferable value in their businesses.

Additional Compensation to Lincoln Investment, as broker dealer . In addition to sharing in the compensation described above, Lincoln Investment receives from certain product sponsors compensation over and above published commission schedules, advisory fees and concessions. This compensation may be paid for administrative services provided to the product sponsor or they may be paid by the product sponsor to Lincoln Investment in order to provide to us sales and marketing support.

Consequently, we provide advisors with the best technological tools and business resources available so they can provide the highest level of service to meet your current and future needs.

Fact sheet

Number of employees
10-14

Company contacts

  • John S Clarke
  • Owner

Products & services

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