Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Scott Lynn is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Allan has over 30 years of experience in the financial industry and is licensed to provide investment advisory services in several states. Allan is a registered representative of Raymond James Financial Services, Inc. and also the proprietor/owner of Mendham Capital Management, an Independent RIA. Allan provides financial advisory services to individuals and families. He is dedicated to helping clients achieve their financial goals by providing personalized financial advice and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BASKING RIDGE NJ)
NJ
09/06/1996 - 05/10/2006
EDWARD JONES (BASKING RIDGE NJ)
NY
07/17/1996 - 09/06/1996
FLEET SECURITIES INC. (NEW YORK NY)
NY
10/07/1991 - 07/16/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
07/19/1990 - 10/02/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/19/1990 - 10/02/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/17/1989 - 07/26/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/09/1988 - 05/02/1989
MABON, NUGENT & CO.
NA
04/22/1988 - 05/18/1988
CIGNA SECURITIES, INC.
NA
04/29/1987 - 03/17/1988
MCLAUGHLIN, PIVEN, VOGEL INC.
BOTH
Issued 05/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Allan Lynn is the right advisor for you? Invested Better is here to help.
