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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 Dunston is a financial advisor with over 20 years of experience in the financial services industry. Lynn currently works with Moneta Group Investment Advisors, LLC and specializes in providing comprehensive financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Lynn is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6 and Series 63 license. Lynn is committed to helping clients achieve their financial goals and has a proven track record of success in guiding individuals and families toward their financial goals. Lynn is also active in the community and is a passionate advocate for financial literacy.
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.
A percentage of the total value of assets under management is charged.
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CO
08/06/2020 - Present
Moneta Group Investment Advisors, LLC (Denver CO)
KY
05/30/2007 - 11/27/2007
MONEY CONCEPTS CAPITAL CORP (LEXINGTON KY)
CO
03/25/2004 - 07/10/2006
MML INVESTORS SERVICES, INC. (DENVER CO)
NY
09/13/2001 - 03/25/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/26/2001 - 08/28/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 06/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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