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Lara Caroline Hines

Lynx Investment Advisory, LLC

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About Lara Caroline Hines

Lara Caroline Hines is a registered investment advisor representative with Lynx Investment Advisory, LLC. Lara has been in the industry since September 1, 1993, and has been with Lynx Investment Advisory, LLC since August 1996. Lara holds the Series 63, Series 65 and Series 7 licenses. Lara specializes in providing financial planning and portfolio management services for individuals, families, and institutions. Lynx Investment Advisory, LLC provides a variety of investment advisory services, including financial planning, asset allocation, performance measurement, and portfolio management. The firm serves a diverse clientele, including high-net-worth individuals, families, charitable organizations, and non-profits. Lara's experience and expertise make her well-suited to provide investment advice and guidance to clients.

Firm Information

Lara Hines is currently registered with Lynx Investment Advisory, LLC. Lynx Investment Advisory, LLC is an investment advisory firm located in Washington, DC. The firm provides a range of services to individuals, high-net-worth individuals, non-profits, educational entities, charitable organizations, pension plans, and pooled investment vehicles. The firm has approximately $1 billion in assets under management.
Lynx Investment Advisory, LLC

1100 CONNECTICUT AVENUE, NW

WASHINGTON, DC 20036

$1.08B

Assets Under Management

3

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement, asset allocation

Performance measurement, asset allocation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lara Hines’s Registration & Firm History

DC

02/27/1998 - Present

Lynx Investment Advisory, LLC (WASHINGTON DC)

NA

09/01/1993 - 02/09/1995

GILFORD SECURITIES INCORPORATED

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Licenses & Designations

IA

Issued 11/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lara Caroline Hines.
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