SourcingSourcing

KIM, LYNDSAY, RACHEL

C24
IAR CRD 2902606·Industry start 2004-07-04

Identity

Legal name
KIM, LYNDSAY, RACHEL
CRD
2902606
NPN
—

Career

Previous employments
OSAIC WEALTH, INC.2024-08-23
TRIAD ADVISORS LLC2013-05-07
Current branches
ALERA SECURITIES LLC
ALERA INVESTMENT ADVISORS, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2004-07-04
Est. age
44
Age confidence
—
Est. birth year
1982
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
Yes

Firm affiliations

4
ADVANCED CAPITAL GROUP, INC.
Executive Officer · 2.5% ownership
CRD 109673
ALERA RETIREMENT ADVISORS, LLC
Executive Officer · 2.5% ownership
CRD 155738
ALERA INVESTMENT ADVISORS, LLC
Executive Officer · 2.5% ownership
CRD 287906
THE ASCENT GROUP, LLC
Executive Officer · 2.5% ownership
CRD 314424