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Lynn Anderson is a financial advisor at Brighton Jones LLC, based in Seattle, Washington. Lynn has been in the industry since 2013, working with individuals, families, and institutions to develop and implement financial plans. Lynn holds the Series 65 license, which is a Uniform Investment Adviser Law Examination, and is also a Certified Financial Planner. Lynn specializes in working with high-net-worth individuals, families, charitable organizations, and pension and profit-sharing plans. Lynn is dedicated to helping clients achieve their financial goals and believes in a personalized approach to financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
08/06/2021 - Present
Brighton Jones LLC (SEATTLE WA)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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