Lynn Brones, financial advisor Fairfield IA
93 score

Lynn Brones

CRD Number: 1871853
Current Firm: Cambridge Investment Research Advisors, Inc.

Lynn Brones (CRD# 1871853) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Current 11
Cambridge Investment Research Fairfield, IA Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Lynn A. Brones
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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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