Unclaimed Profile

Lynn Marie Lewis

GREEN STREET ADVISORS, INC.·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 55, Series 63Clean recordGREEN STREET ADVISORS, INC.

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 822010Firm CRD# 28937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Marie Lewis · NEWPORT BEACH, CA

Registration

CRD #822010 · GREEN STREET ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREEN STREET ADVISORS, LLC

CRD 28937 · SEC 801-67196

Employees

Total firm employees

Services offered by GREEN STREET ADVISORS, LLC

Per Form ADV

Market timing services

Educational seminars/workshops

Other

View all advisors at GREEN STREET ADVISORS, LLC →

Introduction

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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.

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