Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynelle? Claim Your ProfileLynelle Clark is a financial advisor with LPL Financial LLC. Lynelle Clark has been in the industry since January 17, 2007, and is registered to provide investment advice in 24 states. Lynelle Clark's current branch office location is in Longview, WA. Lynelle Clark is also a Registered Representative with FINRA, and is licensed to sell securities in all states. Before working with LPL Financial LLC, Lynelle Clark was employed with CUNA BROKERAGE SERVICES, INC. Lynelle Clark is currently licensed to sell securities in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Iowa, Kentucky, Maryland, Montana, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington. Lynelle Clark is also registered as an Investment Advisor Representative with the state of Washington.
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
WA
05/18/2022 - Present
LPL Financial LLC (LONGVIEW WA)
WA
01/17/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LONGVIEW WA)
BOTH
Issued 04/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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