Lynn Hui, financial advisor Lawrence KS

Lynn Hui

CRD Number: 2721717
Current Firm: Osaic Wealth, Inc.

Lynn Hui (CRD# 2721717) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lawrence, KS and has over 27 years of experience in the finance industry. Lynn Hui 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.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Lawrence, KS Nov 2018 - Current 5
At Home Property, LLC Lawrence, KS Aug 2006 - Current 17
Prime Property, LLC Lawrence, KS Aug 2006 - Current 17
Independent Insurance Agent Lawrence, KS May 1994 - Current 29
Signator Investors, Inc. Lawrence, KS May 2016 - Nov 2018 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
Contact Info for Lynn Hui
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, WY

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