Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Carter is a financial advisor with Truist Advisory Services, Inc., a firm with a focus on providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Lynn has been in the financial services industry since 1996 and has a strong track record of success. She has extensive experience working with clients in a variety of financial situations and is committed to providing personalized advice and guidance. Lynn is licensed to offer securities in 18 states, and she is also a registered investment advisor in Georgia and Texas.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
05/25/2021 - Present
Truist Advisory Services, Inc. (MARIETTA GA)
MN
04/07/2008 - 12/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MO
10/01/2000 - 10/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/08/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/13/1995 - 05/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/06/1994 - 03/03/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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