Unclaimed
Lynda Marie Smith is a registered representative with LPL Financial LLC. Lynda has been in the industry since September 15, 2006. She is registered in the states of Connecticut, Georgia, Louisiana, Massachusetts, North Carolina, South Carolina, Texas, and Virginia. Lynda holds the Series 66, Series 7, and SIE licenses. Lynda's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
GA
08/16/2021 - Present
LPL Financial LLC (KENNESAW GA)
BOTH
Issued 10/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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