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LW

Lynn K. Wigginton

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CRD#: 1422516
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lynn Kathleen Wigginton was a registered financial professional .

Lynn is a previously registered financial professional and started their career in finance in 1986. Lynn had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 17, 2015 - July 11, 2016

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
SACRAMENTO, CA
Past

December 17, 2015 - July 11, 2016

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SACRAMENTO, CA
Past

October 12, 2009 - November 30, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
SACRAMENTO, CA
Past

June 18, 2007 - November 30, 2015

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SACRAMENTO, CA
Past

June 1, 2005 - May 7, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SACRAMENTO, CA
Past

April 19, 1989 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

April 19, 1989 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

November 21, 1988 - March 29, 1989

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

January 30, 1986 - December 9, 1988

MONY SECURITIES CORPORATION

BD
CRD#: 4386

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/20/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


QA
QUESTAR ASSET MANAGEMENT, INC.
QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358 / SEC#: 801-63747

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Contact information


Main Address
5701 Golden Hills Drive, Minneapolis, MN 55416
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358

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