AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LB

Lynley E. Barbano

INTERCHANGE CLEARING LLC
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 2239052
LB

Professional summary

Lynley Estelle Barbano, who also goes by Lynley Estelle Christensen, is a registered financial professional currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington.

Lynley is registered as a RR (Registered Representative) and started their career in finance in 1992. Lynley has worked at 6 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lynley Estelle Christensen

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) - BD

Click below to view Lynley Estelle Barbano's CRS (Customer Relationship Summary).

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

Current

May 12, 2025 - Present

INTERCHANGE CLEARING LLC

Office #1: 700 Washington Street Suite 401, Vancouver, WA 98660
BD
CRD#: 332577
VANCOUVER, WA
Past

April 14, 2021 - November 7, 2023

EMBED CLEARING LLC

BD
CRD#: 309519
VANCOUVER, WA
Past

February 7, 2002 - August 1, 2019

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Wilmington, DE
Past

November 9, 1999 - February 8, 2002

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA
Past

November 12, 1996 - March 2, 1999

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SEATTLE, WA
Past

June 11, 1992 - October 17, 1996

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/6/2025)
RR
Alaska
(6/24/2025)
RR
Arizona
(7/14/2025)
RR
Arkansas
(6/18/2025)
RR
California
(5/27/2025)
RR
Colorado
(6/11/2025)
RR
Connecticut
(6/20/2025)
RR
Delaware
(6/16/2025)
RR
District of Columbia
(6/20/2025)
RR
Florida
(7/9/2025)
RR
Georgia
(6/6/2025)
RR
Hawaii
(7/3/2025)
RR
Idaho
(5/20/2025)
RR
Illinois
(7/8/2025)
RR
Indiana
(7/15/2025)
RR
Iowa
(5/16/2025)
RR
Kansas
(6/3/2025)
RR
Kentucky
(5/23/2025)
RR
Louisiana
(6/5/2025)
RR
Maine
(6/27/2025)
RR
Maryland
(6/30/2025)
RR
Massachusetts
(8/25/2025)
RR
Michigan
(6/17/2025)
RR
Minnesota
(6/10/2025)
RR
Mississippi
(5/16/2025)
RR
Missouri
(7/15/2025)
RR
Montana
(6/27/2025)
RR
Nebraska
(6/11/2025)
RR
Nevada
(5/28/2025)
RR
New Hampshire
(6/23/2025)
RR
New Jersey
(6/27/2025)
RR
New Mexico
(7/9/2025)
RR
New York
(6/23/2025)
RR
North Carolina
(6/10/2025)
RR
North Dakota
(7/3/2025)
RR
Ohio
(6/16/2025)
RR
Oklahoma
(5/27/2025)
RR
Oregon
(6/13/2025)
RR
Pennsylvania
(5/21/2025)
RR
Puerto Rico
(8/26/2025)
RR
Rhode Island
(5/27/2025)
RR
South Carolina
(6/11/2025)
RR
South Dakota
(6/17/2025)
RR
Tennessee
(6/17/2025)
RR
Texas
(8/10/2025)
RR
Utah
(5/16/2025)
RR
Vermont
(6/24/2025)
RR
Virgin Islands
(6/18/2025)
RR
Virginia
(6/11/2025)
RR
Washington
(5/19/2025)
RR
West Virginia
(6/11/2025)
RR
Wisconsin
(7/1/2025)
RR
Wyoming
(6/24/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/15/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/13/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/26/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 7/13/2005
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/18/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INTERCHANGE CLEARING LLC
INTERCHANGE CLEARING LLC

CRD#: 332577 / SEC#: , 8-71264

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
700 Washington Street Suite 401, Vancouver, WA 98660
Mailing Address
700 Washington Street Suite 401, Vancouver, WA 98660
Phone number
+1 (855) 468-7934
Established
Delaware since 06/25/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INTERCHANGE FINANCIAL TECHNOLOGIES INC.OWNER
BARBANO, LYNLEY ESTELLEPRINCIPAL OPERATIONS OFFICER2239052
BRIDGEFORD, LISA ANNCHIEF COMPLIANCE OFFICER2226230
GILES, MICHAEL HARLANDCEO/PRESIDENT6148642
WEITKAM, LOUIS IIIFINOP, PRINCIPAL FINANCIAL OFFICER3271399

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

INTERCHANGE CLEARING LLC

CRD#: 332577Vancouver, WA 98660

TRUST BUT VERIFY

Monitor Lynley Barbano

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics