Laureen Lynn (CRD# 2427770) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Global Advisory, LLC | Mobile, AL | Feb 2024 - Current | < 1 |
Steward Partners Investment Solutions, LLC | Mobile, AL | Feb 2024 - Current | < 1 |
Steward Partners Investment Advisory, LLC | Mobile, AL | Feb 2024 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Mobile, AL | Nov 2016 - Feb 2024 | 7 |
Wells Fargo Advisors | Mobile, AL | Jan 2014 - Nov 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1993 |
S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- AL
- LA
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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