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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Kaloian is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Lynn has been in the securities industry since 2009. Lynn holds Series 6, 63, and 65 securities licenses. Lynn has a strong background in financial planning and portfolio management. Lynn has experience working with high-net-worth individuals, corporations, and charitable organizations. Lynn is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
11/19/2018 - Present
Cambridge Investment Research Advisors, Inc. (Arroyo Grande CA)
CA
06/21/2017 - 11/06/2017
AMERITAS INVESTMENT CORP. (Arroyo Grande CA)
CA
07/12/2012 - 06/21/2017
CCF INVESTMENTS, INC. (Arroyo Grande CA)
CA
12/22/2008 - 06/25/2012
PFS INVESTMENTS INC. (PISMO BEACH CA)
IA
Issued 07/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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