Lynne Broza, financial advisor Manasquan NJ
93 score

Lynne Broza

CRD Number: 3172036
Current Firm: Lincoln Investment

Lynne Broza (CRD# 3172036) is an Investment Advisor Representative working at Lincoln Investment in Manasquan, NJ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Manasquan, NJ Jun 2012 - Current 4
Capital Analysts Incorporated Radnor, PA Feb 2000 - Current 16
Cowan, Gunteski & Co Toms River, NJ Sep 1999 - Current 17
C & G Financial, LLC Toms River, NJ Sep 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lynne Broza
Phone Number: 215-887-8111
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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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