Lynn Magnus (CRD# 5217100) is an Investment Advisor Representative working at Long Run Wealth Advisors, LLC in Lake Placid, NY and has over 2 years of experience in the finance industry.
CRD# 6303129
Ameriprise Financial Services, LLC
CRD# 1743304
Silver Grove Advisory Services
CRD# 5235146
Long Run Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Long Run Wealth Advisors, LLC | Lake Placid, NY | Jan 2021 - Current | 3 |
| Long Run Wealth Advisors, LLC | Lake Placid, NY | Oct 2020 - Current | 3 |
| Unemployed | Lake Placid, NY | Jul 2020 - Sep 2020 | < 1 |
| Goldman, Sachs & Company | New York, NY | Dec 2015 - Jun 2020 | 4 |
| Goldman, Sachs & Company | New York, NY | Sep 2006 - Dec 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
- TX
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Total Assets Under Management442MILLIONS
-
Total Number of Accounts2,033ACCOUNTS
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Average Account Value$217,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, LA, NE, NH, NY, TX, VA, VT
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