Unclaimed
Lynn Sisson debord is a financial advisor with over 20 years of experience in the financial services industry. Lynn is registered with LPL Financial LLC in both Virginia and Texas. Lynn has previously worked with VOYA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC. Lynn is a Series 6, 7, 24, and 66 licensed professional. Lynn provides a variety of financial planning and investment advisory services for individuals, families, and businesses.
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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2
VA
10/21/2019 - Present
LPL Financial LLC (STAUNTON VA)
VA
11/16/2009 - 10/22/2019
VOYA FINANCIAL ADVISORS, INC. (STAUNTON VA)
VA
10/19/2000 - 11/20/2009
AXA ADVISORS, LLC (STAUNTON VA)
NE
05/01/1997 - 12/31/1997
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
BOTH
Issued 11/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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