Frank L. Baldwin
Professional summary
Frank Lynn Baldwin, CFP®, who also goes by F. Lynn Baldwin, Lynn Baldwin, is a registered financial advisor currently at FARTHER located in Pocatello, Idaho.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Frank has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Lynn Baldwin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
May 17, 2022 - Present
FARTHER
July 15, 2015 - July 27, 2016
ZIONS CAPITAL ADVISORS, INC.
April 1, 2003 - May 3, 2005
WELLS FARGO INVESTMENTS, LLC
January 17, 2003 - May 3, 2005
WELLS FARGO INVESTMENTS, LLC
December 1, 2000 - December 31, 2002
PIPER SANDLER & CO.
May 8, 2000 - December 8, 2000
U.S. BANCORP INVESTMENTS, INC.
November 18, 1988 - August 22, 1989
ROBERT W. BAIRD & CO. INCORPORATED
September 14, 1987 - August 22, 1989
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 29, 1987 - October 1, 1987
PRINCIPAL SECURITIES, INC.
April 25, 1984 - February 7, 1985
MONY SECURITIES CORPORATION
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/14/2024)
(5/17/2022)
Exams
Current Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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