Lynne M. Laughna
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.
Lynne Maureen Laughna, CFP®, who also goes by Lynne Maureen Strynchuk, was a registered financial professional .
Lynne is a previously registered financial professional and started their career in finance in 1997. Lynne had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2002
Experience
July 29, 2020 - December 31, 2025
LAUGHNA FINANCIAL PLANNING LLC
October 21, 2010 - February 6, 2020
MOISAND FITZGERALD TAMAYO, LLC
March 13, 2000 - December 31, 2010
FINANCIAL & INVESTMENT SERVICES, P.A.
December 10, 1997 - October 11, 1999
RAYMOND JAMES & ASSOCIATES, INC.
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
LAUGHNA FINANCIAL PLANNING LLC
CRD#: 307940 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 5,859,528 |
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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Company Information
LAUGHNA FINANCIAL PLANNING LLC
Financial Planner, Founder at Laughna Financial Planning, LLCCRD#: 307940TRUST BUT VERIFY
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