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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

TitleExecutive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager
OwnershipUnder 5%
Control personYes
Since2018
View Lincoln Investment Planning, LLC →

Capital Analysts, LLC

TitleElected Manager, Executive Vice President And Chief Financial Officer (treasurer)
OwnershipUnder 5%
Control personYes
Since2022
View Capital Analysts, LLC →