Kenneth
Lynn

Kings Point Capital Management LLC

CRD#2710101
Investment Advisor
in Great Neck, NY

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About this Advisor

Kenneth Lynn is a financial advisor based out of Great Neck, New York, with 23 years of experience as a financial advisor. Lynn is on the advisory team at Kings Point Capital Management LLC. Lynn has gained experience at Kings Point Capital Management LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Lynn has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New York and Ohio. Kings Point Capital Management LLC is an advisory company that has its headquarters in Great Neck, New York. It has a total of 17 advisors. It manages $2 billion in total assets among its 1,334 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 1,334 customer accounts, 88% are held by high-net-worth clients who have greater than $1 million in assets. Kings Point Capital Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on which service is provided. However, fees charged by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

60 Cuttermill Road Suite 516
Great Neck, NY 11021

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,334

NY Average: 3,892
Average Account Size

$1,272,371

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kenneth Lynn Work History

Kenneth has 23 years of experience.

2019 - Present (3 years)

Kings Point Capital Management LLC

2005 - Present (17 years)

Charles Schwab Bank

1999 - Present (23 years)

Charles Schwab & Co., Inc

Disclosures

Kenneth Lynn has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Hadley Doolittle
Brentwood, TN
Jeffrey Bates
Germantown, TN
Billy Dutton
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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