Lynette Raichle, financial advisor Chico CA
90 score

Lynette Raichle

CRD Number: 6023574
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lynette Raichle (CRD# 6023574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chico, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chico, CA Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chico, CA Apr 2015 - Current 1
Lpl Financial, LLC San Diego, CA Aug 2013 - Apr 2015 1
Transamerica San Diego, CA Apr 2013 - Aug 2013 < 1
Travelling Plymouth, MN Feb 2013 - Apr 2013 < 1
Ameriprise Financial Services,inc Minneapolis, MN Feb 2012 - Feb 2013 1
Residential Employers Plymouth, MN Sep 2011 - Mar 2012 < 1
Aiesec Hangzhou, Apr 2011 - Aug 2011 < 1
Aria Saint Cloud, MN Mar 2008 - Apr 2011 3
Student Saint Cloud, MN Aug 2007 - Mar 2008 < 1
The Kernal Restaurant Owatonna, MN Apr 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Lynette A. Raichle
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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