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LT

Lynn M. Thibeau

THIBEAU FINANCIAL CONSULTING
BANGOR, ME
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CRD#: 4590403
LT
Lynn Marie ThibeauTHIBEAU FINANCIAL CONSULTING

Professional summary


Lynn Marie Thibeau, who also goes by Lynn M. Thibeau, is a registered financial advisor currently at THIBEAU FINANCIAL CONSULTING, LLC located in Bangor, Maine.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Lynn has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Lynn M. Thibeau

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) - RIA


Click below to view Lynn Marie Thibeau'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

June 19, 2018 - Present

THIBEAU FINANCIAL CONSULTING, LLC

RIA
CRD#: 284309
BANGOR, ME
Past

July 28, 2011 - November 12, 2012

MEANS WEALTH MANAGEMENT

BD
CRD#: 2748
BANGOR, ME
Past

December 14, 2005 - February 17, 2010

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
BANGOR, ME
Past

December 13, 2005 - February 17, 2010

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
BANGOR, ME
Past

October 25, 2002 - April 20, 2005

BANGOR SECURITIES, INC.

RIA
CRD#: 4302
PORTLAND, ME
Past

October 24, 2002 - April 20, 2005

BANGOR SECURITIES, INC.

BD
CRD#: 4302
PORTLAND, ME
Past

October 4, 2002 - October 18, 2002

MEANS WEALTH MANAGEMENT

RIA
CRD#: 2748
BANGOR, ME
Past

September 20, 2002 - October 18, 2002

MEANS WEALTH MANAGEMENT

BD
CRD#: 2748
BANGOR, ME

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
Maine
(6/19/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 12/28/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


TF
THIBEAU FINANCIAL CONSULTING, LLC
THIBEAU FINANCIAL CONSULTING, LLC | THIBEAU, LYNN MARIE | THIBEAU, LYNN

CRD#: 284309 / SEC#:

Maine
Registered Investment Advisory firm - (6/19/2018 Approved)
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Contact information


Main Address
Bangor, ME
Mailing Address
Phone number
(207) 951-3399
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Company Information


THIBEAU FINANCIAL CONSULTING, LLC

CRD#: 284309Bangor, ME

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