Capital Analysts LLC

Capital Analysts LLC is a leading PA Limited Liability Company with a strong workforce of 571 employees, comprising 566 advisory staff. They cater to 631 clients with utmost diligence and are rated "Approved" by the SEC since Apr 17, 2012. With a strong reputation and trustworthy operations, Capital Analysts LLC makes a valuable contribution to the financial industry.

• DEIRDRE BRODERICK KOERICK

  SR. VP, CCO owns less than 5%

• DENIS NEIL HOUSER

  ELECTED MANAGER, PRESIDENT, CEO owns less than 5%

• DIANE MULHERRIN MCCARTHY

  SR VICE-PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%

• LINCOLN INVESTMENT CAPITAL HOLDINGS, LLC

  MEMBER, DIRECT OWNER owns 75% or more

• RAYMOND PAUL SHIVERS

  SR VICE-PRESIDENT, OPERATIONS AND TECHNOLOGY / CHIEF OPERATING OFFICER owns less than 5%

• STEPHEN THOMAS MAYHEW

  SR. VP, INVESTMENT RESEARCH owns less than 5%

• LINCOLN INVESTMENT GROUP HOLDINGS, INC.

  MEMBER owns 75% or more

• Fuhrman Management Associates Inc
• Lincoln Investment Planning LLC

• Analyzing Capital Analysts, LLC's Q3 2022 vs. Q4 2022 Holdings with a 13F Comparison