Lynn Dilley (CRD# 3094431) is an Investment Advisor Representative working at Primerica Advisors in Bethel, CT and has over 25 years of experience in the finance industry.
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 2809814
Edward Jones
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asml C/o Svg Lithography | Wilton, CT | Feb 2001 - Current | 23 |
| Pfs Investments Inc. | Bethel, CT | Jun 1998 - Current | 25 |
| Primerica Financial Services | Bethel, CT | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CT
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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