Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Brix is a registered investment advisor representative with LPL Financial LLC. Lynn has been in the financial services industry since 1995. Lynn has a Series 6, 7, and 63 license as well as the Series 65. Lynn also holds the SIE designation. Prior to working with LPL Financial LLC, Lynn was a registered representative with Raymond James Financial Services, Inc. and Financial Network Investment Corporation. LPL Financial LLC is a registered investment advisor with offices in Seattle, Washington and Glendale, Arizona.
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
WA
07/21/2009 - Present
LPL Financial LLC (SEATTLE WA)
WA
12/16/1999 - 06/22/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLFAX WA)
CA
04/19/1995 - 12/16/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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