Lynn Kachel (CRD# 4603736) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Rockville, VA and has over 21 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Advisory Services | Woodbury, NY | Jan 2020 - Current | 4 |
| Vanderbilt Securities, LLC | Woodbury, NY | Jan 2020 - Current | 4 |
| Lynn M. Kachel, Pc | Rockville, VA | Sep 1999 - Current | 24 |
| Commonwealth Financial Network | Waltham, MA | Jan 2003 - Dec 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- OH
- VA
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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