Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Gill is a financial advisor registered with Western Wealth Management LLC. Lynn has been in the financial services industry since 2003. Lynn has passed the Series 6, Series 7, Series 63, Series 65 and SIE exams and is registered as an investment advisor representative in Texas and as a broker-dealer in Colorado and Texas. Lynn has experience working with individual and corporate clients. Lynn is committed to providing personalized financial advice to help her clients achieve their financial goals.
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
05/13/2021 - Present
Western Wealth Management LLC (GOLDEN CO)
TX
08/15/2013 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE TX)
TX
05/16/2013 - 08/07/2013
BBVA SECURITIES INC. (FORT WORTH TX)
TX
05/12/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
01/03/2011 - 04/05/2011
WELLS FARGO ADVISORS, LLC (LAKE WORTH TX)
TX
07/27/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAKE WORTH TX)
TX
11/17/2005 - 07/27/2010
WELLS FARGO ADVISORS, LLC (LAKE WORTH TX)
IL
07/06/2005 - 09/29/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/10/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/28/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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