Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn McKelvey is an investment advisor representative with McKelvey Wealth Management, LLC. Lynn has been in the industry for over 20 years and is registered with the state of Oregon. Lynn has a Series 7, Series 63, and Series 65 license. Lynn specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Lynn previously worked at Hornor, Townsend & Kent, Inc. and Banc of America Investment Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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10/12/2021 - Present
McKelvey Wealth Management, LLC (TIGARD OR)
OR
04/27/2009 - 11/21/2013
HORNOR, TOWNSEND & KENT, INC. (PORTLAND OR)
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02/13/2006 - 04/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
OR
10/15/2002 - 02/16/2006
EDWARD JONES (TUALATIN OR)
IA
Issued 04/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
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Inactive
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