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Brent T
Series 63
Bloomsburg, PA
Capital Analysts
Brent Traugh is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance agent, focusing on life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team, employing proprietary screening processes and a mix of discretionary and non-discretionary investment strategies.
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