Lynne Connolly
Professional summary
Lynne Connolly, AIF®, who also goes by Lynne Jayne Connolly, is a registered financial advisor currently at EMERALD WEALTH MANAGEMENT, INC. located in Newport Beach, California.
Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lynne has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lynne Connolly's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2014 - Present
EMERALD WEALTH MANAGEMENT, INC.
Office #1: 5000 Birch Street Suite 3000, Newport Beach, CA 92660June 3, 2011 - July 17, 2014
INDEPENDENT FINANCIAL GROUP, LLC
October 18, 2010 - July 17, 2014
INDEPENDENT FINANCIAL GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2014)
(9/25/2024)
(8/11/2014)
Exams
Current Firm
EMERALD WEALTH MANAGEMENT, INC.
CRD#: 171913 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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