Lynn B. Courchesne
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 Beauchaine Courchesne, who also goes by Lynn S Courchesne, Lynn Suzanne Courchesne, was a registered financial professional .
Lynn is a previously registered financial professional and started their career in finance in 1994. Lynn had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 9, 2022 - July 29, 2022
OAK HILL WEALTH ADVISORS, LLC
September 19, 2013 - May 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
January 13, 2004 - September 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
June 15, 2002 - May 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
June 17, 1994 - June 15, 2002
WACHOVIA SECURITIES, INC.
Primary Firm SEC Registration
OAK HILL WEALTH ADVISORS, LLC
CRD#: 318606 / SEC#: 801-123308
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OAK HILL WEALTH ADVISORS, LLC
CRD#: 318606 / SEC#: 801-123308
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,191 |
| AUM (Assets Under Management) | $ 603,237,978 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | ||
| 09/10/2024 | ||
| 01/18/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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