Lynda K. Elley
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.
Lynda Krantz Elley, CFP®, who also goes by Lynda Sue Krantz-elley, was a registered financial professional .
Lynda is a previously registered financial professional and started their career in finance in 2003. Lynda had worked at 5 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: 2012
Experience
April 16, 2007 - June 1, 2023
COPPERWYND FINANCIAL
April 6, 2005 - July 31, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 28, 2005 - April 27, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 11, 2005 - March 21, 2005
COMMONWEALTH FINANCIAL NETWORK
January 3, 2005 - March 21, 2005
COMMONWEALTH FINANCIAL NETWORK
February 19, 2004 - January 7, 2005
WALNUT STREET SECURITIES, INC.
December 19, 2003 - January 7, 2005
WALNUT STREET SECURITIES, 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
COPPERWYND FINANCIAL
CRD#: 143442 / SEC#: 801-67763
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,150 |
| AUM (Assets Under Management) | $ 720,080,924 |
Red Flags
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