LS
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
275 West Third Street, Suite 600, Vancouver, WA, 98660
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lynn is associated with Johnson Bixby & Associates, LLC, a registered investment advisor (RIA). This activity takes nearly full-time hours.
Employment History
Current Registrations
Private Client Services, LLC Broker
August 2022 - Present · 3 yrs 5 mos
Johnson Bixby
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - August 2022 · 1 yr 9 mos
Kms Financial Services, INC.Broker
January 2020 - November 2020 · 10 mos
Kms Financial Services, INC
September 2019 - November 2020 · 1 yr 2 mos
Columbia Financial Center IncorporatedBroker
December 2003 - November 2004 · 11 mos
Columbia Funds Distributor, INC.Broker
March 2002 - December 2003 · 1 yr 9 mos
Janus Distributors, INC.Broker
December 1998 - February 2001 · 2 yrs 2 mos
State Registrations6 states
AZCACONYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.