Lynn Fletcher is a CFP-designated registered investment advisor, based in Kingwood, TX, with 38 years of industry experience.
Location
Kingwood, TX
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Regulatory History
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 ActivitiesSells Insurance
Lynn is affiliated with Avantax Insurance Agency and ProVision Brokerage for insurance product sales, including Equity Indexed Annuities. Lynn also owns Lynn D. Fletcher, P.C., a tax preparation and accounting firm, dedicating about half of her time as a Certified Public Accountant.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations17 states
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