Unclaimed
Lynda Thompson is an active investment advisor representative. Lynda has been working in the financial industry since 2007. She has a Series 7, Series 66 and SIE licenses and is registered with both the state of Minnesota and FINRA. Lynda currently works for Wells Fargo Advisors Financial Network, LLC and has been with the firm since October 2023. Prior to this position, Lynda worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Lynda specializes in providing investment advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
10/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
01/03/2011 - 10/20/2023
WELLS FARGO CLEARING SERVICES, LLC (FARIBAULT MN)
MN
11/02/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FARIBAULT MN)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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