Cay Lynn Prescott
Investment adviser representative at Focus Partners Wealth, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$181.9BFirm assets
Are you Cay Lynn Prescott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Focus Partners Wealth, LLCSep 2024 to now
- UnemployedJun 2024 to Sep 2024
- Lincoln FinancialSep 2023 to Jun 2024
- UnemployedAug 2021 to Sep 2023
- M2m PartnersAug 2019 to Aug 2021
- UnemployedJun 2019 to Aug 2019
- M2m PartnersAug 2018 to Jun 2019
- UnemployedJan 2014 to Aug 2018
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7803255
- Firm CRD
- 159289