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Lynn Funk

Cambridge Investment Research Advisors, INC.
30 Years of Experience
Galax, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lynn Funk is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Galax, VA, with 30 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

411 N Main St, Galax, VA, 24333

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Lynn is a public notary, an IAR affiliate with CIRA, an independent insurance agent for various companies through Wealthplan Stewardship Partners and Insurance, and an IAR with Wealthplan Financial. These activities take up a significant amount of Lynn's time, including a full-time commitment to CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2023 - Present · 3 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Lincoln Financial Securities Corporation
November 2008 - March 2023 · 14 yrs 4 mos
Lincoln Financial Securities CorporationBroker
November 2008 - March 2023 · 14 yrs 4 mos
AXA Advisors, LLC
July 2004 - November 2008 · 4 yrs 4 mos
AXA Advisors, LLCBroker
July 2004 - November 2008 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
October 1999 - July 2004 · 4 yrs 9 mos
First Union Capital Markets CORP.Broker
June 1996 - October 1999 · 3 yrs 4 mos
State Registrations10 states
AZFLHIMDNCPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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