About
Services
Resources
Contact Us
Client Login

Confidential Investor Information Worksheet

Please complete our Confidential Investor Information Worksheet.

To download this form Click Here

Lincoln Investment and Capital Analysts Form CRS

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Financial Directors and Lincoln Investment are affiliated.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by, The Lincoln Investment Companies.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is registered as a broker-dealer in all 50 states. Lincoln Investment, Capital Analysts and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.

Personal Information

First & Last Name *

Email *

Leave this empty:

Check the background of this investment professional