Lynn Doyle, financial advisor Mequon WI
73 score

Lynn Doyle

CRD Number: 1357032
Current Firm: Ameriprise Financial Services, Inc.

Lynn Doyle (CRD# 1357032) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mequon, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Brookfield, WI Mar 1985 - Current 31
Self Employed Mequon, WI Nov 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jun 2004
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Lynn M. Doyle
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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