LF
LF

Lynn Ann Ferraina

33 Years of Experience
1 DisclosureBroker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

9601 Tamiami Trail North, Naples, FL, 34108

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History

Regulatory History (1)
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Customer Dispute
May 2008
Denied
Other Business Activities

Lynn is the owner of Ciccarelli Advisory Services, Inc., providing investment advisory services and spending full-time hours on this. Lynn also owns CAM LLC and participates in committees for Naples Community Hospital and Collier Community Foundation, dedicating minimal time to these activities.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Ciccarelli Advisory Services INC
January 1996 - Present · 30 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
September 1993 - November 2023 · 30 yrs 2 mos
Fsc Securities CorporationBroker
April 1992 - November 2023 · 31 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Lynn Ann Ferraina - Financial Advisor | TrueAdvisor