Lynn Chang-Ly (CRD# 6734797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Clemente, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Clemente, CA | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Clemente, CA | Dec 2022 - Current | 1 |
| Unemployed | Dana Point, CA | Jul 2022 - Nov 2022 | < 1 |
| Nylife Securities, LLC | Irvine, CA | Aug 2017 - Jun 2022 | 4 |
| New York Life Insurance Co | Irvine, CA | Dec 2016 - Jun 2022 | 5 |
| Unemployed | Dana Point, CA | Jan 2016 - Nov 2016 | < 1 |
| Arkansas Department Of Workforce Service | Jonesboro, AR | Jan 2011 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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