Lynn Anderson, financial advisor Champaign IL
90 score

Lynn Anderson

CRD Number: 5970857
Current Firm: Wells Fargo Advisors, LLC

Lynn Anderson (CRD# 5970857) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Champaign, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Champagne, IL May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney Champaign, IL Aug 2011 - May 2015 3
Hewlett Packard Rio Rancho, NM Nov 2010 - Jul 2011 < 1
Husband Phd Rio Rancho, NM Aug 2010 - Nov 2010 < 1
Takeda Pharmaceuticals North America Deerfield, IL May 2007 - Aug 2010 3
Satwest LLC Albuquerque, NM Sep 2006 - May 2007 < 1
Hewlett Packard Colorado Springs, CO Jul 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Lynn J. Anderson
Phone Number: 314-875-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Lynn Anderson and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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