Cynthia Lynn Egan
Advisor at Capital Analysts — Pittsburgh, PA Crane
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
37 years
Location
Pittsburgh, PA 15222
Capital Analysts
Multi-team
Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1998 and serves as President and owner of Egan Wealth Management. In addition to her advisory work, she maintains long-term roles with the University of Pittsburgh and other local organizations. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm utilizes an in-house investment research team and proprietary screening methods to support its fiduciary advisory services.
Based on Capital Analysts
Based on Capital Analysts
Based on Capital Analysts
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Account minimum: Depends on platform and individual Advisor; may be waived at sole discretion Minimum fee: Capital Analysts Administrative Fee with minimum annual fee of $200 assessed monthly ($16.67/month); minimum fee applies especially to accounts less than $133,333. Fee-only: Advisor fees up to maximum of 1.25% annually, negotiable by individual Advisor; Administrative fee as above.
Pittsburgh, PA Crane
Crane Building, 40 24th St. 4th Floor
Pittsburgh PA 15222
Advisors at this office
3
Pennsylvania
37 years of industry experience
Lincoln Investment Planning, Inc.
1998 - Present • 28 years
Pittsburgh, PA
Kelly Girl Temporary Agency (Full/Part T
1988 - Present • 38 years
Pittsburgh, PA
Pittsburgh Press Company (Part Time)
1986 - Present • 40 years
Pittsburgh, PA
University Of Pittsburgh (Full/Part Time
1984 - Present • 42 years
Pittsburgh, PA
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