AdvisorOS Directory
Claim Profile
Unclaimed Profile
LO

Lynn O'mealia

LOUDON INVESTMENT MANAGEMENT, LLC·WEST LEBANON, New Hampshire
Series 65Clean record12 years registeredLOUDON INVESTMENT MANAGEMENT, LLC
24 AIRPORT ROAD STE 307, WEST LEBANON, NH 03784CRD# 6071826Firm CRD# 113641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn O'mealia · WEST LEBANON, NH
Registration
CRD #6071826 · LOUDON INVESTMENT MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

LOUDON INVESTMENT MANAGEMENT, LLC
Apr 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 22, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LOUDON INVESTMENT MANAGEMENT, LLC
CRD 113641 · SEC 801-61745
AUM
$200M
Regulatory assets under management
Employees
4
166 client accounts
Services offered by LOUDON INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LOUDON INVESTMENT MANAGEMENT, LLC →
Introduction

Speak with Lynn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lynn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST LEBANON?

Browse all registered financial advisors in WEST LEBANON, New Hampshire or claim this profile if it's yours.

Browse WEST LEBANON AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LOUDON INVESTMENT MANAGEMENT, LLC

Douglas Macgilvray Loudon
WEST LEBANON, NH
Emily Loudon Sands
WEST LEBANON, NH
John Joseph Sands
WEST LEBANON, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile