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Lynn Morris Kachel

Vanderbilt Advisory Services

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About Lynn Morris Kachel

Lynn Morris Kachel is an active investment advisor representative and registered representative. Lynn Kachel has been in the industry since July 4, 2016. Lynn Kachel is registered with Vanderbilt Advisory Services and has been employed with the firm since January 2020. Lynn Kachel is also registered with Vanderbilt Securities, LLC. Previously, Lynn Kachel was registered with Commonwealth Financial Network from January 2003 to August 1, 2006. Lynn Kachel is a Registered Investment Advisor and a Registered Representative.

Firm Information

Lynn Kachel is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lynn Kachel’s Registration & Firm History

VA

01/07/2020 - Present

Vanderbilt Advisory Services (Rockville VA)

VA

01/28/2003 - 08/01/2006

COMMONWEALTH FINANCIAL NETWORK (ROCKVILLE VA)

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Licenses & Designations

BOTH

Issued 11/18/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Morris Kachel.
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