Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Daly is a financial advisor with Focus Financial. Lynn has been in the industry since 1997 and has a strong track record of success. Lynn is dedicated to providing her clients with personalized financial advice and guidance. She is committed to helping her clients achieve their financial goals. Lynn has been with Focus Financial since 2001 and is an integral part of the team. Her expertise in financial planning and investment management has made her a valuable asset to the firm. Lynn is a highly respected advisor in the community and is known for her commitment to her clients.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/09/2013 - Present
Focus Financial (MINNEAPOLIS MN)
NJ
10/06/1998 - 07/31/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
12/15/1997 - 07/15/1998
ASKAR CORP. (BLOOMINGTON MN)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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