Lynn M. Mckelvey

MCKELVEY WEALTH MANAGEMENT

TIGARD, OR 97223

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CRD#: 2447958

Professional summary

Lynn Marie Greer Mckelvey, who also goes by Lynn Marie Greer, Lynn Greer Mckelvey, is a registered financial advisor currently at MCKELVEY WEALTH MANAGEMENT, LLC located in Tigard, Oregon.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Lynn has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn Marie Greer | Lynn Greer Mckelvey

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.

INDIVIDUAL PRODUCER - INSURANCE LICENSE DUTIES: LIFE, HEALTH, DISABILITY AND LTC INSURANCE SALES. AFFILIATED WITH ... CRUMP INSURANCE SERVICES (INS. BROKERAGE) UNIFIED INSURANCE NETWORK (INS. BROKERAGE) PACIFIC ADVISORS (INS. BROKERAGE) NO VARIABLE CONTRACTS FOR ANNUITY OR LIFE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Greer Mckelvey'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

October 12, 2021 - Present

MCKELVEY WEALTH MANAGEMENT, LLC

Office #1: 7110 Sw Fir Loop Suite 255, Tigard, OR 97223

RIA

CRD#: 316506

TIGARD, OR

Past

November 19, 2013 - December 31, 2021

MULLIGAN CAPITAL, INC

RIA

CRD#: 143406

TIGARD, OR

Past

April 27, 2009 - November 21, 2013

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

PORTLAND, OR

Past

April 27, 2009 - November 21, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

PORTLAND, OR

Past

April 14, 2006 - April 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PORTLAND, OR

Past

February 13, 2006 - April 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PORTLAND, OR

Past

October 15, 2002 - February 16, 2006

EDWARD JONES

CRD#: 250

TUALATIN, OR

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/2002

General Securities Representative Examination

Current Firm

MCKELVEY WEALTH MANAGEMENT, LLC

CRD#: 316506 / SEC#:

Oregon

Registered Investment Advisory firm - (10/12/2021 Approved)

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Contact information

Main Address

7110 Sw Fir Loop Suite 255, Tigard, OR 97223

Mailing Address

Phone number

(503) 709-5669

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	205
AUM (Assets Under Management)	$ 54,017,209

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.

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Lynn M. Mckelvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Greer Mckelvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKELVEY WEALTH MANAGEMENT, LLC

MULLIGAN CAPITAL, INC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2006

Series 63

Date: 10/17/2002

Series 7

Date: 10/14/2002

Current Firm

MCKELVEY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCKELVEY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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