Lynn Tramontano, financial advisor Columbus OH
93 score

Lynn Tramontano

CRD Number: 1399243
Current Firm: Edward Jones

Lynn Tramontano (CRD# 1399243) is an Investment Advisor Representative working at Edward Jones in Columbus, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2011 - Current 5
Pruco Securities LLC Columbus, OH Jan 2009 - Dec 2011 2
Prudential Insurance Co Of America Columbus, OH Jan 2009 - Dec 2011 2
Fairfield County Carroll, OH Jan 2007 - Jan 2009 2
Unemployed Dover, OH Oct 2006 - Jan 2007 < 1
Coshocton County Coshocton, OH Oct 2001 - Oct 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Lynn R. Tramontano
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
93
Clean Record
This advisor has a clean track record with regulators.

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