Lynn Williams is a CFP-designated registered investment advisor, based in Elmira, NY, with 36 years of industry experience.
Location
300 Madison Avenue, Elmira, NY, 14901
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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 an attorney, insurance agent selling life, disability, and long-term care insurance, and provides tax preparation and planning services. She also offers advisory services, is a Zumba instructor, and is involved with BSA Scouting.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Williams Capital Corporation
Royal Alliance Associates, INC.Broker
State Registrations27 states
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