Kenneth
Lynn
Kings Point Capital Management LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Kings Point Capital Management LLC Brokerage Details
$1,697,342,447
17
1,334
$1,272,371
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Answer a few questions to get a personalized match.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.
Kings Point Capital Management LLC
Charles Schwab Bank
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
Great Neck, NY
Great Neck, NY
Great Neck, NY
Germantown, TN
Brentwood, TN
Brentwood, TN
Great Neck, NY
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