Lynn Siewert, financial advisor Vancouver WA
83 score

Lynn Siewert

CRD Number: 1057367
Current Firm: First Allied Advisory Services, Inc.

Lynn Siewert (CRD# 1057367) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Vancouver, WA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securities, Inc. San Diego, CA Dec 2006 - Current 10
Extreme R&r, Inc. Vancouver, WA Jul 2006 - Current 10
Advanced Corporate Planning Vancouver, WA Aug 2005 - Current 11
Regence Blue Cross Health Care Vancouver, WA Jul 2005 - Current 11
Web Order Vancouver, WA Jul 2005 - Current 11
Real Estate Vancouver, WA Jul 2005 - Current 11
Regence Blue Shield Vancouver, WA May 2004 - Current 12
Aflac Vancouver, WA May 2002 - Current 14
Raymond James Financial Services, Inc. Vancouver, WA Jan 1999 - Dec 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Jun 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lynn R. Siewert
Phone Number: 866-378-1376
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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