Lynne Therese Page

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

EAST HILL FOURSQUARE CHURCH GRESHAM, OR STARTED: 1/1/2006 GROUP FACILITATOR 3 HRS WORKED/WEEK FACILITATE SMALL GROUPS ON PARENTING, RESTORATION, AND FINANCIAL MANAGEMENT** CROWN FINANCIAL MINISTRIES GRESHAM, OR STARTED: 1/1/2006 GROUP FACILITATOR/BUDGET COACH 1 HR WORKED/WEEK FACILITATE SMALL GROUPS USING CROWN FINANCIAL MATERIALS (THIS IS GENERALLY BUDGET INFORMATION NOT INVESTMENT RELATED) COACH PEOPLE WITH DEVELOPING BUDGETS AND PAYING OFF DEBT.*** Surf and Sand Dollars Type of business: Short Term Vacation Rental Seaside, OR Start date: 9/1/2023 Owner Hours per week: 5 Hours during trading: 3 This is a rental property, professionally managed by ITrip NW. My husband handles most of the day-to-day communications

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-08-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lynne Therese Mcswain
• Lynne Therese Crawford
• Lynne Page