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Frank Lynn Baldwin

Farther

San Francisco, CA

Pocatello, ID

CRD 1255859

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-05-14
NM RA APPROVED 2022-05-17
  • ID RA
    APPROVED
    Since 2024-05-14
  • NM RA
    APPROVED
    Since 2022-05-17

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Pocatello, ID • 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
Zions Capital Advisors, Inc. Salt Lake City UT 03/2015 11/2020
Century Bank Santa Fe NM 11/2020 03/2022
Farther Finance Advisors Pocatello ID 05/2022 Present
  • 03/2015 → 11/2020
    Salt Lake City, UT
  • 11/2020 → 03/2022
    Century Bank
    Santa Fe, NM
  • 05/2022 → Present
    Farther Finance Advisors
    Pocatello, ID
Previous Registrations
  • 2015-07-15 → 2016-07-27
    Salt Lake City, UT
    Salt Lake City, UT
    Scottsdale, AZ
  • 2003-04-01 → 2005-05-03
    Wells Fargo Investments, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-07
S63 Uniform Securities Agent State Law Examination 2000-05-12
  • S65 Uniform Investment Adviser Law Examination
    2003-03-07
  • S63 Uniform Securities Agent State Law Examination
    2000-05-12
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Lynn Baldwin
  • F. Lynn Baldwin

View on SEC IAPD

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