Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Edward Williams is a financial advisor with The Leaders Group, Inc. Lynn Williams has been in the financial services industry since December 9, 2005. Lynn Williams has worked with ING Financial Partners, Inc., LPL Financial Corporation and SAGEPOINT FINANCIAL, INC. Lynn Williams is licensed in California. Lynn Williams is registered with FINRA.
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.
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.
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2
CO
11/09/2018 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/16/2014 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
CA
09/28/2009 - 12/13/2013
ING FINANCIAL PARTNERS, INC. (THOUSAND OAKS CA)
CA
04/25/2005 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CT
01/01/2004 - 11/08/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
01/13/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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