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Lynda Louise Pitts

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC·PETALUMA, California
Unclaimed Profile
2090 MARINA AVENUE, PETALUMA, CA 94954CRD# 2149722Firm CRD# 162143
01

About

Lynda Louise Pitts is a registered financial advisor based in PETALUMA, California, affiliated with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2149722
Firm CRD# 162143
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynda Louise Pitts offer?
Lynda Louise Pitts specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Lynda Louise Pitts's credentials?
Lynda Louise Pitts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynda Louise Pitts located?
Lynda Louise Pitts is based in PETALUMA, California, working with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Lynda Louise Pitts charge for services?
Lynda Louise Pitts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC?
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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