Lynn Erskine (CRD# 2544483) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Chester, PA and has over 29 years of experience in the finance industry. Lynn Erskine 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.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | West Chester, PA | Jan 2024 - Current | < 1 |
| Janney Montgomery Scott LLC | West Chester, PA | Dec 2022 - Jan 2024 | 1 |
| Janney Montgomery Scott LLC | Philadelphia, PA | Nov 2019 - Dec 2022 | 3 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2018 - Nov 2019 | 1 |
| Drexel Morgan Capital Advisers | Radnor, PA | Jun 2015 - Jun 2018 | 3 |
| Gardner Lewis Asset Management | Chadds Ford, PA | Oct 2014 - May 2015 | < 1 |
| Janney Montgomery Scott, LLC | West Chester, PA | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- MA
- NJ
- NY
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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