Lynn Siewert, financial advisor Kennewick WA
83 score

Lynn Siewert

CRD Number: 1057367
Current Firm: Epic Trust Investment Advisors LLC

Lynn Siewert (CRD# 1057367) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Epic Trust Investment Advisors LLC Kennewick, WA Feb 2018 - Current < 1
Advanced Corporate Planning, LLC Vancouver, WA May 2017 - Current < 1
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Jul 2017 5
First Allied Securities, Inc. San Diego, CA Dec 2006 - Jul 2017 10
First Allied Securities, Inc. San Diego, CA Dec 2006 - Jul 2012 5
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: 509-591-0014
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $106,061
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
Types of Clients
Registered States

AZ, OR, UT, WA

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BADGES
83

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