Lynn Caraveau, financial advisor Billings MT
89 score

Lynn Caraveau

CRD Number: 4540724
Current Firm: Cetera Investment Advisers LLC

Lynn Caraveau (CRD# 4540724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billings, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Billings, MT Mar 2014 - Current 2
Cetera Investment Services St Cloud, MN Oct 2013 - Current 3
First Interstate Bank Billings, MT Apr 2013 - Current 3
Wells Fargo Investments, LLC Billings, MT Jan 2002 - Apr 2013 11
Wells Fargo Bank Billings, MT Aug 2001 - Apr 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Lynn M. Caraveau
Phone Number: 888-528-2987
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, MA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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