Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Marie Ford is a registered investment advisor representative with LPL Financial LLC. Lynn has been working in the financial services industry since August 2005. Lynn is licensed to conduct business in 15 states. The firm is headquartered in Fort Mill, South Carolina and has over 20,000 employees. LPL Financial LLC manages over $460 billion in assets for over 1.9 million accounts. Lynn is experienced in providing financial planning services for individuals, businesses, and corporations, as well as pension consulting and other non-discretionary advisory 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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WI
11/29/2017 - Present
LPL Financial LLC (SPOONER WI)
WI
04/04/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Spooner WI)
WI
02/23/2012 - 04/05/2016
SECURITIES AMERICA, INC. (SPOONER WI)
WI
08/09/2005 - 02/23/2012
INVESTMENT CENTERS OF AMERICA, INC. (SPOONER WI)
IA
Issued 08/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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