Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Worthington Lynn is an investment advisor representative associated with Moody, Lynn, Lieberson & Walker, LLC. Martin has been in the industry since 1978 and has been associated with Moody, Lynn, Lieberson & Walker, LLC since January 1991. Martin holds Series 6, 7 and 63 licenses. Martin has experience with individuals, pooled investment vehicles, pension and profit sharing plans, and charitable organizations. Martin's firm has approximately $1.6 billion in regulatory assets under management.
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.
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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MA
05/31/2016 - Present
Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)
NA
05/19/1978 - 09/10/1982
KIDDER, PEABODY & CO. INCORPORATED
NA
01/03/1978 - 05/19/1978
BC
Issued 09/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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