Lynn SmeltCRD Number: 1388974
Current Firm: Invest Financial Corporation
Lynn Smelt (CRD# 1388974) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 22 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|#ia Invest Financial Corporation||Tampa, FL||Mar 1987 - Current||30|
|Invest Financial Corporation||Tampa, FL||Mar 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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