Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lynn is a financial advisor with over 30 years of experience in the financial services industry. Jerry is registered with LPL Financial LLC and has been with the firm since October 2024. Prior to joining LPL Financial LLC, Jerry worked with EDWARD JONES, WADDELL & REED, INC., NEW ENGLAND SECURITIES, SYMETRA INVESTMENT SERVICES, INC., AMERICAN SKANDIA MARKETING, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., ALLIANCE FUND DISTRIBUTORS, INC., KEYPORT FINANCIAL SERVICES CORP., GNA SECURITIES, INC., and INVEST FINANCIAL CORPORATION.
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.
Consulting and other non-discretionary advisory services
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.
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LA
10/30/2024 - Present
LPL Financial LLC (BROUSSARD LA)
LA
07/18/2014 - 02/06/2020
EDWARD JONES (BROUSSARD LA)
UT
08/07/2008 - 11/08/2012
WADDELL & REED, INC. (COTTONWOOD HEIGHTS UT)
UT
07/15/2008 - 08/12/2008
NEW ENGLAND SECURITIES (SANDY UT)
MA
03/23/2007 - 04/29/2008
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
CT
06/20/2006 - 03/13/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
11/01/1999 - 06/12/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
TN
07/10/1998 - 11/12/1999
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
MA
06/30/1994 - 06/10/1998
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
VA
02/18/1992 - 10/07/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
03/25/1987 - 12/29/1989
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 04/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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