Lynn
Gill
Western Wealth Management LLC
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About this Advisor
Lynn Gill is a financial advisor based in Golden, Colorado, working with Western Wealth Management LLC. Lynn has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC, and Western Wealth Management LLC. Lynn has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Lynn is part of Western Wealth Management LLC, which operates out of Golden, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$3,250,103,126
112
13,833
$234,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lynn Gill Work History
Lpl Financial, LLC
Western Wealth Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Lynn Gill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Western Wealth Management LLC
Conifer, CO
Johnstown, CO
Golden, CO
Elizabeth, CO
Denver, CO
Beaver Falls, PA
Neskowin, OR
Englewood, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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