Independent broker-dealer and RIA Lincoln Investment Planning has agreed to buy broker-dealer and RIA Capital Analysts from Western & Southern Financial Group, the firms announced. The deal, terms of which were not disclosed, is expected to close in the second quarter of this year.
The acquisition will allow Capital Analysts, which has close to 300 affiliated representatives, to benefit from Lincoln Investment’s larger operational scale. Lincoln Investment, which has nearly 700 representatives, was ranked 44th in terms of total revenue in Financial Planning’s 2011 list of 50 largest independent broker-dealers.
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