AdvisorOS Directory
Claim Profile
LL

Lynn Marie Lewis

GREEN STREET ADVISORS, INC.·NEWPORT BEACH, California
Unclaimed Profile
660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 822010Firm CRD# 28937
01

About

Lynn Marie Lewis is a registered financial advisor based in NEWPORT BEACH, California, affiliated with GREEN STREET ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Education
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GREEN STREET ADVISORS, LLC
GREEN STREET ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at GREEN STREET ADVISORS, LLC →
Services
Market timing services
Educational seminars/workshops
Other
04

Background

Compensation
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 822010
Firm CRD# 28937
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lynn Marie Lewis offer?
Lynn Marie Lewis specializes in Financial Education. Contact their office in NEWPORT BEACH, California for a consultation.
What are Lynn Marie Lewis's credentials?
Lynn Marie Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Lewis located?
Lynn Marie Lewis is based in NEWPORT BEACH, California, working with GREEN STREET ADVISORS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Lynn Marie Lewis charge for services?
Lynn Marie Lewis's firm is compensated through fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN STREET ADVISORS, INC.?
GREEN STREET ADVISORS, INC. has approximately 80 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWPORT BEACH
Richard Stefan Whiteley — IHP CAPITAL PARTNERSShelli Janeen Black — IHP CAPITAL PARTNERSRobert James Westling — IHP CAPITAL PARTNERSBarry Scott Villines — IHP CAPITAL PARTNERSLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile