Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Dickson McGill is a financial advisor with over 30 years of experience in the industry. Lynn currently works with Private Client Services, LLC, and has a strong background in comprehensive financial planning, insurance, and investments. Lynn provides personalized financial advice to individuals, families, and small businesses. Lynn's expertise includes investment management, retirement planning, college savings, and estate planning. Lynn is committed to helping clients achieve their financial goals.
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.
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.
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KY
01/27/2005 - Present
Private Client Services, LLC (LOUISVILLE KY)
TN
01/21/2005 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (FRANKLIN TN)
NY
01/28/2004 - 02/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
12/18/2000 - 02/04/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
06/15/1989 - 12/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/15/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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