Diane Mulherrin McCarthy
Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected ManagerLincoln Investment Planning, LLCCRD 4923328
About Diane Mulherrin McCarthy
Diane Mulherrin McCarthy is listed as Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Diane Mulherrin McCarthy is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Lincoln Investment Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Diane Mulherrin McCarthy work?
Diane Mulherrin McCarthy is listed as Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager at Lincoln Investment Planning, LLC on SEC Form ADV.
How much of Lincoln Investment Planning, LLC does Diane Mulherrin McCarthy own?
Form ADV reports a beneficial ownership band of Under 5%.
Lincoln Investment Planning, LLC
| Title | Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Capital Analysts, LLC
| Title | Elected Manager, Executive Vice President And Chief Financial Officer (treasurer) |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |