Virginia Lynn is a registered investment advisor at Wells Fargo Advisors, based in Jupiter, FL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4600 Military Trail, Suite 217 Fl 2, Jupiter, FL, 33458
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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.
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Virginia has 100% ownership in Cadence Real Estate Holdings, LLC (since 2022), rental property (since 2022), and Cadence Retirement Group, LLC (since 2022), dedicating minimal time to each. She is also a trustee for Cadence Retirement Group 401k, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Jonathan Alan & CO., INC.Broker
William M. Cadden & CO., INC.Broker
State Registrations18 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.