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LH

Lynn W. Hall

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CRD#: 234215
LH

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 Wood Hall was a registered financial advisor .

Lynn is a previously registered financial advisor and started their career in finance in 1977. Lynn had worked at 4 firms and has passed the Series 65, Series 63, Series 18, PC and Series 1 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

March 7, 2001 - November 20, 2002

WESTPORT RESOURCES MANAGEMENT INC

RIA
CRD#: 105306
ISLESBORO, ME
Past

January 17, 1996 - November 19, 2002

SMH CAPITAL INVESTMENTS LLC

BD
CRD#: 24535
FT. WORTH, TX
Past

July 31, 1993 - December 19, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 17, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

July 25, 1977 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
IAR
Series 65
Date: 8/8/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 18
Date: 7/18/1977
Securities Industry Rules and Regulations Examination
General Industry/Product Exam
RR
PC
Date: 6/21/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 3/28/1966
Registered Representative Examination

Current Firm


WR
WESTPORT RESOURCES MANAGEMENT INC
WESTPORT RESOURCES MANAGEMENT INC

CRD#: 105306 / SEC#: 801-29733

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Contact information


Main Address
55 Greens Farms Road, Westport, CT 06880
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WRM ADV2A 03302016 (3/30/2016)

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


WESTPORT RESOURCES MANAGEMENT INC

CRD#: 105306

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