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Lynn O'mealia

LOUDON INVESTMENT MANAGEMENT, LLC·WEST LEBANON, New Hampshire
Unclaimed Profile
24 AIRPORT ROAD STE 307, WEST LEBANON, NH 03784CRD# 6071826Firm CRD# 113641
01

About

Lynn O'mealia is a registered financial advisor based in WEST LEBANON, New Hampshire, affiliated with LOUDON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LOUDON INVESTMENT MANAGEMENT, LLC
LOUDON INVESTMENT MANAGEMENT, LLC
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LOUDON INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6071826
Firm CRD# 113641
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynn O'mealia offer?
Lynn O'mealia specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in WEST LEBANON, New Hampshire for a consultation.
What are Lynn O'mealia's credentials?
Lynn O'mealia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn O'mealia located?
Lynn O'mealia is based in WEST LEBANON, New Hampshire, working with LOUDON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST LEBANON metropolitan area and surrounding communities.
How does Lynn O'mealia charge for services?
Lynn O'mealia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOUDON INVESTMENT MANAGEMENT, LLC?
LOUDON INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST LEBANON
Douglas Macgilvray Loudon — LOUDON INVESTMENT MANAGEMENT, LLCEmily Loudon Sands — LOUDON INVESTMENT MANAGEMENT, LLCJohn Joseph Sands — LOUDON INVESTMENT MANAGEMENT, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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