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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 Kelly is a registered Investment Advisor Representative with Little House Capital, LLC. Lynn is licensed in Massachusetts. Lynn has been in the industry since October 2019 and specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Lynn has a Series 65 license and is active in the state of Massachusetts. Lynn has experience with various client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Lynn's firm Little House Capital, LLC, manages approximately $601 million in assets.
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.
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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MA
03/26/2024 - Present
Little House Capital, LLC (BRAINTREE MA)
IA
Issued 03/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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