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Holly Kathleen Lynn

Vanguard Marketing Corp.

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About Holly Kathleen Lynn

Holly Lynn is a financial professional with over 14 years of experience in the financial services industry. Holly is currently registered with Vanguard Marketing Corp. and holds Series 6, 7, and 63 licenses, as well as the SIE. Holly has a strong track record of providing financial advice to clients in Arizona, North Carolina and South Carolina.

Firm Information

Holly Lynn is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Holly Lynn’s Registration & Firm History

NC

07/08/2008 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Holly Kathleen Lynn. Review regulatory record here.
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