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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 Bilodeau is an investment advisor representative with The Wealth Consulting Group, located in Edmond, OK. Lynn has been in the industry since December 10, 2008. Lynn has registrations in Arkansas, Colorado, and Oklahoma. The Wealth Consulting Group offers a wide range of financial planning services to individuals, families, and businesses. 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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OK
07/19/2021 - Present
THE Wealth Consulting Group (EDMOND OK)
OK
08/31/2011 - 11/15/2013
SECURITIES SERVICE NETWORK, INC. (EDMOND OK)
OK
10/17/2008 - 07/07/2011
IBC INVESTMENTS (EDMOND OK)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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