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Lynn Louis Livelsberger

LIVELSBERGER, LYNN LOUIS·ASHLAND, Ohio
Series 22, Series 63, Series 65Clean record14 years registeredLIVELSBERGER, LYNN LOUIS
122 WEST WASHINGTON STREET, ASHLAND, OH 44805CRD# 1370517Firm CRD# 117665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Louis Livelsberger · ASHLAND, OH
Registration
CRD #1370517 · LIVELSBERGER, LYNN LOUIS · 14 years registered
Brand Profile
Not yet started
01

Career History

LIVELSBERGER FINANCIAL ADVISORY
Jan 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 22
Series 63
Series 65
Registration record
First registered · January 24, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIVELSBERGER, LYNN LOUIS
CRD 117665 · SEC 801-118391
AUM
$141M
Regulatory assets under management
Employees
4
1,225 client accounts
Services offered by LIVELSBERGER, LYNN LOUIS
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LIVELSBERGER, LYNN LOUIS →
Introduction

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Frequently Asked Questions

What services does Lynn Louis Livelsberger offer?
Lynn Louis Livelsberger specializes in Financial Planning, Investment Management. Contact their office in ASHLAND, Ohio for a consultation.
What are Lynn Louis Livelsberger's credentials?
Lynn Louis Livelsberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Louis Livelsberger located?
Lynn Louis Livelsberger is based in ASHLAND, Ohio, working with LIVELSBERGER, LYNN LOUIS. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Lynn Louis Livelsberger charge for services?
Lynn Louis Livelsberger's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVELSBERGER, LYNN LOUIS?
LIVELSBERGER, LYNN LOUIS has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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