Lynn Chambers, financial advisor Bellingham WA
86 score

Lynn Chambers

CRD Number: 2004848
Current Firm: Waddell & Reed

Lynn Chambers (CRD# 2004848) is an Investment Advisor Representative working at Waddell & Reed in Bellingham, WA and has over 26 years of experience in the finance industry. Lynn Chambers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lynn Chambers Snohomish, WA Jun 2015 - Current 1
Waddell & Reed, Inc. Lynnwood, WA Oct 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Snohomish, WA Oct 2014 - Current 2
Nomad Joad Snohomish, WA Jan 2014 - Current 2
Nock & Fire 4h Archery Snohomish, WA Jan 2014 - Current 2
Trutina Financial (dba Of Bellevue Financial) Bellevue, WA Sep 2011 - Aug 2014 2
Symetra Investment Services, Inc. Bellevue, WA Sep 2011 - Sep 2013 2
E K Riley Investments, LLC Seattle, WA Sep 2010 - Aug 2011 < 1
Morgan Stanley Smith Barney Seattle, WA Jun 2009 - Sep 2010 1
Citigroup Global Markets Inc. Seattle, WA Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Dec 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lynn M. Chambers
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • WA
  • CO
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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