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Lynn O'mealia
LOUDON INVESTMENT MANAGEMENT
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CRD#: 6071826
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Professional summary
Lynn O'mealia is a registered financial advisor currently at LOUDON INVESTMENT MANAGEMENT, LLC .
Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lynn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 O'mealia'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®
NoneExperience
Current
April 22, 2014 - Present
LOUDON INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 113641
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LOUDON INVESTMENT MANAGEMENT, LLC
DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL
CRD#: 113641 / SEC#: 801-61745
RIA
Registered Investment Advisory firm - (2/3/2003 Approved)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
New Jersey(4/22/2014)
Current Firm
LI
LOUDON INVESTMENT MANAGEMENT, LLC
DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL
CRD#: 113641 / SEC#: 801-61745
RIA
Registered Investment Advisory firm - (2/3/2003 Approved)Loading...
Contact information
Main Address
24 Airport Road Ste 307, West Lebanon, NH 03784
Mailing Address
Phone number
(603) 298-7370
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 221,608,700 |
Red Flags
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