Lynn Ann Ferraina

Osaic Wealth, INC.

33 Years of Experience

1 DisclosureBroker

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

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

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

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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.