Genesis Y Bynes
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCNov 2023 to now
- RowhouseSep 2023 to now
- Color StreetMar 2022 to Mar 2023
- Net Law Group, IncJan 2021 to Nov 2023
- College Loan FreedomAug 2020 to Jan 2023
- Damsel In DefenseAug 2020 to Dec 2020
- Otg ConsultingJan 2020 to Nov 2023
- Transamerica Financial Advisors, IncAug 2015 to Nov 2023
- World Financial Group, Inc.Jul 2015 to Nov 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5318287
- Firm CRD
- 6413