Lynn Miori, financial advisor Victoria TX
76 score

Lynn Miori

CRD Number: 3051286
Current Firm: Kmh Wealth Management, LLC

Lynn Miori (CRD# 3051286) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 18 years of experience in the finance industry. Lynn Miori has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Kmh Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Keller & Associates Cpas Victoria, TX Jan 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Lynn M. Miori
Phone Number: 361-573-4383
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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