Lynn AndersenCRD Number: 4632349
Current Firm: Wells Fargo Clearing Services, LLC
Lynn Andersen (CRD# 4632349) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Orlando, FL and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Lakeland, FL||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Lakeland, FL||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Lakeland, FL||Jan 2009 - May 2009||< 1|
|Wachovia Securities, LLC||Tampa, FL||Jun 2003 - May 2009||5|
|Unemployed||Lakeland, FL||Aug 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY