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标题:Capital Analysts, Inc.
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网址:http://cai1.org/
标题:Capital Analysts, Inc.
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About CA Capital Analysts Facts Home Office Careers Services Prospective Partners CA Difference Investors Account Access Secure Messaging Anti-Money Laundering Order Routing Procedures Important Information About Margin and Online Account Usage Additional Information Regarding Pershing Brokerage Accounts Business Continuity Plan Additional Compensation and Conflicts of Interest Privacy Policy CA Wrap Brochure News & Media Capital Analyst Joins Lincoln Investment On Friday, June 1, 2012, Lincoln Investment acquired the assets of Capital Analysts, Inc. from Columbus Life Insurance Company, a subsidiary of Western & Southern Financial Group. The transaction was first announced in February and was recently approved by the Financial Industry Regulatory Authority (FINRA). The successor firm will be called "Capital Analysts, Inc." and will operate as a Registered Investment Advisor. All 270 financial advisors affiliated with Capital Analysts chose to join Lincoln Investment. With this acquisition, Lincoln Investment becomes one of the top 30 independent broker/dealers in the country, further increasing the company’s financial strength and leverage on behalf of its 900+ advisors and their 250,000+ clients, who collectively represent over $19 billion in client assets. To help ensure a smooth transition and continuity for financial advisors and their clients, Lincoln Investment has hired Capital Analysts’ entire asset management team and the majority of Capital Analysts’ employees in Conshohocken, Pa. and Cincinnati. This transaction — the most recent in Lincoln Investment’s growth strategy — has enabled the company to more than double the size of its distribution network in the last two years. Lincoln Investment has expanded successfully through both organic growth and acquisitions, in sharp contrast to the continuing, major financial challenges experienced by many other players in the independent broker/dealer channel. Read More. Home | About CA | Prospective Partners | Investors | Home Office Careers | Sitemap | Contact Us | Privacy Policy | ©2012 Capital Analysts, Inc. Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors Securities offered through Lincoln Investment Planning, Inc. Broker Dealer, Member FINRA/SIPC Member FINRA / SIPC. MSRB