Lynn S. Evans
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.
Lynn Susan Evans, CFP®, who also goes by Lynn S Evans, was a registered financial professional .
Lynn is a previously registered financial professional and started their career in finance in 1983. Lynn had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1984
Experience
November 14, 2016 - August 16, 2023
WOMEN OF SUBSTANCE, LLC
January 9, 1998 - December 31, 2001
THE INVESTMENT CENTER, INC.
October 1, 1997 - November 10, 2017
NORTHEASTERN FINANCIAL CONSULTANTS, INC.
March 23, 1995 - October 3, 1997
FIRST MONTAUK SECURITIES CORP.
April 29, 1994 - May 3, 1995
FSC SECURITIES CORPORATION
November 11, 1993 - May 5, 1994
AMA INVESTMENT ADVISERS, INC.
August 1, 1989 - November 12, 1993
VALLEY NATIONAL INVESTMENTS, INC.
September 20, 1988 - July 18, 1989
FSC SECURITIES CORPORATION
August 3, 1987 - September 22, 1988
HERITAGE EQUITY PLANNING CORPORATION
June 9, 1986 - August 19, 1987
FOCUS SECURITIES, INC.
October 19, 1983 - June 12, 1986
CARDELL & ASSOCIATES, INCORPORATED
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
Series 1
Date: 7/11/1978
Registered Representative ExaminationCurrent Firm
WOMEN OF SUBSTANCE, LLC
CRD#: 281650 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 17,219,604 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
