Kelli Ann Lynn is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with TRANSAMERICA RETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2023-03-03 | present | Yes |
| PRINCIPAL SECURITIES, INC. | 2016-01-29 | 2023-02-14 | — |
| MSI FINANCIAL SERVICES, INC. | 2014-08-25 | 2016-01-14 | — |
| MSI FINANCIAL SERVICES, INC. | 2008-02-26 | 2013-08-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-05-10 | 2008-01-30 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2003-02-07 | 2005-01-31 | — |