Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Marston has been in the financial industry since July 12, 2011 and is currently registered with LPL Financial LLC in North Carolina. Lynn is a Series 66, Series 7 and SIE licensed representative and has prior experience with INVEST Financial Corporation and First Legacy Securities, LLC. Lynn provides portfolio management services for individuals and businesses, financial planning, pension consulting and educational seminars, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
02/14/2018 - Present
LPL Financial LLC (MURPHY NC)
NC
04/05/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (MURPHY NC)
NC
07/23/2009 - 05/06/2013
INVEST FINANCIAL CORPORATION (MURPHY NC)
NC
08/14/2007 - 07/23/2009
FIRST LEGACY SECURITIES, LLC (MURPHY NC)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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