LV

Lynn S. Verrilli

AFFINITY FINANCIAL SOLUTIONS
Trumbull, CT
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CRD#: 5710455
LV

Professional summary


Lynn S. Verrilli, who also goes by Lynn Susan Chalghin, Lynn Susan Dolyak, Lynn S. Verrilli Mrs., is a registered financial advisor currently at AFFINITY FINANCIAL SOLUTIONS, LLC located in Trumbull, Connecticut and FAIRPORT CAPITAL, INC. located in Scottsdale, Arizona.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lynn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lynn Susan Chalghin | Lynn Susan Dolyak | Lynn S. Verrilli Mrs.

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.

CRS (Client Relationship Summary) - RIA


Click below to view Lynn S. Verrilli'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

October 15, 2014 - Present

AFFINITY FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 171469
Trumbull, CT
Current

October 30, 2009 - Present

FAIRPORT CAPITAL, INC.

Office #1: 9141 E. Hidden Spur Trail, Scottsdale, AZ 85255
BD
CRD#: 15034
Scottsdale, AZ
Past

April 24, 2014 - November 14, 2014

ADVANCED INVESTMENT STRATEGIES, LTD.

RIA
CRD#: 125530
TRUMBULL, CT

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(12/1/2009)
IAR
Connecticut
(10/15/2014)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
AFFINITY FINANCIAL SOLUTIONS, LLC
ADVANCED COLLEGE FUNDING SOLUTIONS, LLC | AFFINITY FINANCIAL SOLUTIONS, LLC

CRD#: 171469 / SEC#:

Connecticut
Registered Investment Advisory firm - (10/15/2014 Approved)
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Contact information


Main Address
Shelton, CT
Mailing Address
Phone number
(203) 261-3418
Established
Firm type
Fiscal year end
# of Employees
0

Regulatory assets under management


Total Number of Accounts48
AUM (Assets Under Management)$ 4,713,530

Red Flags


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Company Information


AFFINITY FINANCIAL SOLUTIONS, LLC

CRD#: 171469Trumbull, CT

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