Lynn Selby Chfc®, Cima®

Lynn Selby Chfc®, Cima® Email and Phone Number

Branch Manager at Raymond James Financial Services @ Raymond James
st. petersburg, florida, united states
Lynn Selby Chfc®, Cima®'s Location
Chocowinity, North Carolina, United States, United States
Lynn Selby Chfc®, Cima®'s Contact Details

Lynn Selby Chfc®, Cima® work email

Lynn Selby Chfc®, Cima® personal email

n/a
About Lynn Selby Chfc®, Cima®

Owner of InnerBanks Financial Partners LLC in Chocowinity, North Carolina. Please visit my website at www.innerbanksfinancialpartners.comI have over 20 years experience in the Financial Services field.Selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.I attended a certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, I earned the designation of Investment Management Consultant.I specialize in pre-retirement and retirement planning for individuals .InnerBanks Financial Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services , Inc. Securities offered through Raymond James Financial Services, Inc - Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see " Social Media Disclosure " link in the " contact Info " section.

Lynn Selby Chfc®, Cima®'s Current Company Details
Raymond James

Raymond James

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Branch Manager at Raymond James Financial Services
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Lynn Selby Chfc®, Cima® Work Experience Details
  • Raymond James
    Branch Manager
    Raymond James Jul 2011 - Present
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 1999 - Jun 2011
    Chocowinity , Nc
    Describe your position
  • Ag Edwards
    Financial Advisor
    Ag Edwards Jul 1998 - Dec 1999
    Greenville, Nc

Lynn Selby Chfc®, Cima® Skills

Wealth Management Finance Retirement Planning Portfolio Management Mutual Funds Asset Allocation Financial Advisory Investment Strategies Strategic Financial Planning Securities Series 7 Financial Planning Public Speaking Financial Services Investments Investment Advisory Insurance Financial Analysis Retirement Estate Planning Risk Management Leadership Fixed Annuities Marketing Investment Management 401k Bonds Equities

Lynn Selby Chfc®, Cima® Education Details

Frequently Asked Questions about Lynn Selby Chfc®, Cima®

What company does Lynn Selby Chfc®, Cima® work for?

Lynn Selby Chfc®, Cima® works for Raymond James

What is Lynn Selby Chfc®, Cima®'s role at the current company?

Lynn Selby Chfc®, Cima®'s current role is Branch Manager at Raymond James Financial Services.

What is Lynn Selby Chfc®, Cima®'s email address?

Lynn Selby Chfc®, Cima®'s email address is se****@****nes.com

What schools did Lynn Selby Chfc®, Cima® attend?

Lynn Selby Chfc®, Cima® attended Duke University, Meredith College, Meredith College.

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What skills is Lynn Selby Chfc®, Cima® known for?

Lynn Selby Chfc®, Cima® has skills like Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial Planning, Securities, Series 7, Financial Planning.

Who are Lynn Selby Chfc®, Cima®'s colleagues?

Lynn Selby Chfc®, Cima®'s colleagues are Tyler Brown, Brooks Jeb, Elliott Dowd, Mark Brumley, Tom Bononno, Grace Jacobsen, Monique Parnell.

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