Lyn
Dippel
Curio Wealth, LLC
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About this Advisor
Lyn Dippel is a financial advisor based in Annapolis, Maryland, working with Curio Wealth, LLC. Lyn has previously held positions at Financial Advantage, Inc, Curio Wealth, LLC, and Annapolis Financial Services, LLC. Lyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Lyn is part of Curio Wealth, LLC, which operates out of Annapolis, Maryland. The firm has 6 offices and 10 employees. The firm manages assets totaling $330.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curio Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curio Wealth, LLC Brokerage Details
$330,681,038
10
1,044
$316,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lyn Dippel Work History
Curio Wealth, LLC
Annapolis Financial Services, LLC
Financial Advantage, Inc
Disclosures
Please visit the SEC profile of Lyn Dippel 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 Curio Wealth, LLC
Edgewater, MD
Asheville, NC
Severna Park, MD
Annapolis, MD
Annapolis, MD
Crownsville, MD
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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