Laureen
Lynn
Steward Partners Investment Advisory, LLC
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About this Advisor
Laureen Lynn is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Laureen has previously held positions at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Laureen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Louisiana, and Texas. Currently, Laureen is part of Steward Partners Investment Advisory, LLC, which operates out of New York, New York. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 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, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Laureen Lynn Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Laureen Lynn 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 Steward Partners Investment Advisory, LLC
Clearwater, FL
Suffolk, VA
New York, NY
Mobile, AL
Baltimore, MD
Clearwater, FL
New York, NY
Andover, MA
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