Lyn Dippel (CRD# 4429564) is an Investment Advisor Representative working at Curio Wealth, LLC in Annapolis, MD and has over 22 years of experience in the finance industry. Lyn Dippel 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.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curio Wealth, LLC | Annapolis, MD | Jan 2024 - Current | < 1 |
| Annapolis Financial Services, LLC | Annapolis, MD | Jul 2020 - Dec 2023 | 3 |
| Financial Advantage, Inc. | Columbia, MD | Aug 2004 - Jul 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
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Total Assets Under Management331MILLIONS
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Total Number of Accounts1,044ACCOUNTS
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Average Account Value$316,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, MA, MD, NC, NY, PA, TX, VA
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