Lynn Verrilli, financial advisor Shelton CT

Lynn Verrilli

CRD Number: 5710455
Current Firm: Affinity Financial Solutions, LLC

Lynn Verrilli (CRD# 5710455) is an Investment Advisor Representative working at Affinity Financial Solutions, LLC in Shelton, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fairport Capital, Inc. Scottsdale, AZ Sep 2021 - Current 2
Affinity Financial Solutions, LLC Trumbull, CT Apr 2014 - Current 9
Advanced College Funding Solutions, LLC Trumbull, CT Apr 2013 - Current 10
Fairport Capital, Inc. Westport, CT Nov 2009 - Sep 2021 11
Advanced Investment Strategies, Ltd. Trumbull, CT Nov 2010 - Apr 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Lynn S. Verrilli
Phone Number: 203-261-3418
Registered State(s):
  • CT
Current Firm Details
Affinity Financial Solutions, LLC
Firm's CRD Number: 171469
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $78,789
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT

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