Lynn Meredith Braban

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2016 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → 09/2019
  Lpl Financial Llc
  Fishkill, NY
• 11/2021 → 11/2025
  Park Avenue Securities
  Tarrytown, NY
• 03/2014 → 11/2025
  Guardian Life Insurance Company
  Tarrytown, NY
• 11/2025 → Present
  Lpl Financial
  Hopewell Junction, NY

Previous Registrations

• 2022-05-25 → 2025-11-19
  Park Avenue Securities Llc
  Tarrytown, NY
• 2014-03-24 → 2015-11-03
  National Planning Corporation
  Mahopac, NY
  Red Hook, NY

Other Businesses

1) 11/05/2025 - First Women's Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 11/05/2025 - Women First Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/28/2025 - 100 hours per month/ 25 hours during trading 3) 11/05/2025 - Finding Common Ground, LLC - Family & Divorce Mediation, Transitioning, Education- Non-Inv Related - Wappingers Fall, NY - Start: 12/2023 - 40 Hr/Mth 4) 04/01/2026 - CPC WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 10 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-05-13
• S65 Uniform Investment Adviser Law Examination
  2008-05-08
• S63 Uniform Securities Agent State Law Examination
  2003-11-24

Other Names

• Lynn Meredith Skillman
• Lynn Meredith Braban
• Lynn Meredith Braban