Kenneth Lynn (CRD# 2710101) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Great Neck, NY and has over 28 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Great Neck, NY | Jun 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | Great Neck, NY | Jun 2022 - Current | 1 |
| Kings Point Capital Management LLC | Great Neck, NY | Apr 2019 - Jun 2022 | 3 |
| Charles Schwab Bank | Great Neck, NY | Feb 2005 - Jan 2019 | 13 |
| Charles Schwab & Company, Inc. | Great Neck, NY | Aug 1999 - Jan 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- OH
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Pension consulting services
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- Educational seminars/workshops
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