Lynn Strain, financial advisor Charleston SC
71 score

Lynn Strain

CRD Number: 3032417
Current Firm: Wells Fargo Advisors, LLC

Lynn Strain (CRD# 3032417) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charleston, SC and has over 16 years of experience in the finance industry.

Similar Advisors
Justin Follmer, financial advisor Charleston SC
Justin M. Follmer
CRD# 5195300
Coastal Wealth Advisors, LLC
Score
104
Similar Advisors
Justin Farnsworth, financial advisor Charleston SC
Justin F. Farnsworth
CRD# 5469964
Edward Jones
Score
100
Similar Advisors
Edward Guidry, financial advisor Charleston SC
Edward J. Guidry
CRD# 6115213
Edward Jones
Score
100
Company Name Location Dates Years
Wells Fargo Advisors LLC Goose Creek, SC May 2009 - Current 7
Wachovia Securities, LLC Columbia, SC Jun 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
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
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Lynn S. Strain
Phone Number: 314-875-3000
Registered State(s):
  • SC
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 Strain and other advisors.
BADGES
71

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.