Marion Lynne Minard
Professional Summary
Marion Lynne Minard, who also goes by Lynne S. Minard, Lynne Stewart Minard, Marion Lynette Minard, M. Lynne Stewart, is a registered financial advisor currently at XT CAPITAL PARTNERS, LLC located in Southport, Connecticut. Marion is registered as a RR (Registered Representative) and started their career in finance in 2001. Marion has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 50, Series 7, Series 3, Series 14, Series 54...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lynne S. Minard, Lynne Stewart Minard, Marion Lynette Minard, M. Lynne Stewart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
XT CAPITAL PARTNERS | XT CAPITAL PARTNERS, LLC
Contact Information
Main Address
223 High Meadow Road, Southport, CT 06890Mailing Address
P.o. Box 551, Westport, CT 06880Phone Number
(212) 909-2680Established
Delaware since 10/09/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (16 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(6/23/2005)
(4/18/2002)
(3/12/2018)
(3/5/2018)
(6/22/2017)
(1/3/2005)
(3/23/2022)
(2/1/2005)
(12/11/2019)
(3/30/2020)
(11/12/2004)
(12/19/2018)
(11/30/2004)
(11/29/2004)
(3/1/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Feb 2017About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Nov 2021About the Series 54 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marion Lynne Minard's CRS (Customer Relationship Summary).
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