Kathleen Lynn
Kathleen Lynn is a registered investment advisor at Janney Montgomery Scott LLC, based in Royersford, PA, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
542 N. Lewis Road, Suite 104, Royersford, PA, 19468
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Regulatory History (1)
Customer Dispute
January 2003Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Legg Mason Wood Walker, IncorporatedBroker
W. H. Newbold's Son & Co./hopper Soliday & CO., INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.