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Lynn Marie Greer Mckelvey

Mckelvey Wealth Management, LLC

Tigard, OR

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Current Employers
Mckelvey Wealth Management, Llc

7110 Sw Fir Loop Suite 255, Tigard, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-10-12
  • OR RA
    APPROVED
    Since 2021-10-12

Branch Locations

7110 Sw Fir Loop Suite 255, Tigard, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Ins Co Horsham PA 04/2009 12/2024
Mulligan Capital, Inc. Tigard OR 11/2013 09/2021
Mckelvey Wealth Management Llc Tigard OR 06/2021 Present
Previous Registrations
  • 2013-11-19 → 2021-12-31
    Mulligan Capital, Inc
    Tigard, OR
  • 2009-04-27 → 2013-11-21
    Hornor, Townsend & Kent, Llc
    Bellevue, WA
    Lake Oswego, OR
    Portland, OR
  • 2006-04-14 → 2009-04-29
    Banc Of America Investment Services, Inc.
    Oregon City, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-13
S63 Uniform Securities Agent State Law Examination 2002-10-17
  • S65 Uniform Investment Adviser Law Examination
    2006-04-13
  • S63 Uniform Securities Agent State Law Examination
    2002-10-17
Other Names
  • Lynn Marie Greer
  • Lynn Greer Mckelvey

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

STRATEGIC ADVISERS LLC · TIGARD, OR
EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR

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