Lynnette McGill-Koehn, financial advisor Merced CA
93 score

Lynnette McGill-Koehn

CRD Number: 5537007
Current Firm: Cetera Advisor Networks LLC

Lynnette McGill-Koehn (CRD# 5537007) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Merced, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Financial Network El Segundo, CA Mar 2009 - Dec 2012 3
Ameriprise Financial Services, Inc. Fresno, CA May 2008 - Mar 2009 < 1
Unemployed Merced, CA Oct 2007 - May 2008 < 1
Option One Mortgage Corp Irvine, CA Jan 1999 - Oct 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Lynnette M. McGill-Koehn
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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