Investment adviser representative · McKelvey Wealth Management, LLC
Lynn M. McKelvey
CRD 2447958 · Tigard, OR
At a glance
Lynn M. McKelvey is an investment adviser representative with McKelvey Wealth Management, LLC in Tigard, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lynn’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- McKelvey Wealth Management, LLCSince October 2021Tigard, OR · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lynn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.