Lynn Selby Chfc®, Cima® Email and Phone Number
Lynn Selby Chfc®, Cima® work email
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Lynn Selby Chfc®, Cima® personal email
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.
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
Lynn Selby Chfc®, Cima® Skills
Lynn Selby Chfc®, Cima® Education Details
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Financial Planning And Services -
Mathematics And Computer Science -
Religion
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.
What are some of Lynn Selby Chfc®, Cima®'s interests?
Lynn Selby Chfc®, Cima® has interest in Sweetwaterbabydolls, Com, Animal Welfare, Miniature Sheep Breeder Www.
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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