Lynnette Diane Okwuonu

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 03/2021
  Linscomb And Williams Inc.
  Houston, TX
• 10/2021 → 09/2022
  Nylife Securities Llc.
  The Woodlands, TX
• 03/2021 → 09/2022
  New York Life Insurance Company
  The Woodlands, TX
• 09/2022 → 05/2024
  The Financial Advisory Group
  Houston, TX
• 06/2024 → Present
  Wealth Enhancement Group
  Houston, TX
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Houston, TX

Previous Registrations

• 2023-02-24 → 2024-06-21
  The Financial Advisory Group, Llc
  Houston, TX
• 2017-03-22 → 2020-12-31
  Linscomb Wealth, Inc.
  Houston, TX
• 2008-04-24 → 2011-09-02
  Linscomb Wealth, Inc.
  Houston, TX
• 2004-07-28 → 2008-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
• 2004-07-28 → 2006-11-28
  Merrill Lynch Trust Company
  Houston, TX
• 2002-09-19 → 2004-07-12
  Pricewaterhousecoopers Investment Advisers Llc
  Houston, TX
• 2001-05-25 → 2002-09-11
  Cetera Investment Advisers Llc
  Houston, TX

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - REGISTERED ADMIN - HOUSTON TX. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-22

Designations

• Personal Financial Specialist

Other Names

• Lynnette Diane Gridley
• Lynnette Diane Vann
• Lynnette Diane Vann