Unclaimed Profile

Mary Lynn Kayes

WILLINGDON WEALTH MANAGEMENT LLC·HUNTERSVILLE, North Carolina

Clean recordWILLINGDON WEALTH MANAGEMENT LLC

13801 REESE BOULEVARD, HUNTERSVILLE, NC 28078CRD# 6760963Firm CRD# 129613

Profile Verification

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

Identity

Mary Lynn Kayes · HUNTERSVILLE, NC

Registration

CRD #6760963 · WILLINGDON WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Lynn Kayes is a registered financial advisor based in HUNTERSVILLE, North Carolina, affiliated with WILLINGDON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WILLINGDON WEALTH MANAGEMENT LLC

AUM

$865M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILLINGDON WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6760963

Firm CRD# 129613

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Lynn Kayes offer?

Mary Lynn Kayes specializes in Financial Planning, Investment Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.

What are Mary Lynn Kayes's credentials?

Mary Lynn Kayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Lynn Kayes located?

Mary Lynn Kayes is based in HUNTERSVILLE, North Carolina, working with WILLINGDON WEALTH MANAGEMENT LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.

How does Mary Lynn Kayes charge for services?

Mary Lynn Kayes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLINGDON WEALTH MANAGEMENT LLC?

WILLINGDON WEALTH MANAGEMENT LLC has approximately 12 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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