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Vice-President, Controller · Lincoln Investment

Karen Dougherty Bura

CRD 1666006 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Lincoln Investment, an SEC-registered broker-dealer firm based in Fort Washington, PA with $22.0 billion in regulatory assets, lists Karen Dougherty Bura on its Form ADV as Vice-President, Controller. The SEC filings also name Karen at 1 other registered adviser.

Firms and roles

  • Lincoln InvestmentVice-President, ControllerBroker-dealer firm · Fort Washington, PA · $22B in regulatory assets
  • Capital AnalystsVice President, ControllerWealth manager · Fort Washington, PA · $8.8B in regulatory assets

AtlasMembers

Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Karen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.