Lynn M. Thibeau

THIBEAU FINANCIAL CONSULTING

Bangor, ME

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CRD#: 4590403

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) PIANO TEACHER NOT INVESTMENT-RELATED 238 HUSSON AVE., #2K BANGOR, ME 04401 PRIVATE PIANO INSTRUCTION OWNER/TEACHER START DATE: JANUARY 2011 Approximately 40-60 hours per month Approximately 6 hours per week during securities trading hours Teach students how to play the piano 2) MORNINGSIDE CONDOS NOT INVESTMENT-RELATED 238 HUSSON AVE BANGOR, ME 04401 CONDO ASSOCIATION BOARD BOARD MEMBER START DATE: 11/25/2009 About 10 hours per year Zero hours during securities trading hours Help make decisions about the condo buildings, grounds, etc.

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

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

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.

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

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)

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

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

Series 7

Date: 9/21/2000

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

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. Thibeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THIBEAU FINANCIAL CONSULTING, LLC

MEANS WEALTH MANAGEMENT

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

BANGOR SECURITIES, INC.

BANGOR SECURITIES, INC.

MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 12/28/2005

Series 65

Date: 12/21/1999

Series 7

Date: 9/21/2000

Current Firm

THIBEAU FINANCIAL CONSULTING, LLC

Contact information

Documents

Red Flags

Company Information

THIBEAU FINANCIAL CONSULTING, LLC

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