Advisor at Affinity Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Affinity Financial Solutions, LLC
Location
Shelton, CT
Credentials
Series 63, Series 65
Industry experience
16 years
Lynn Verrilli is a financial advisor at Affinity Financial Solutions, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fairport Capital, Inc. and Affinity Financial Solutions since 2009. In addition to her advisory role, she operates a separate business, Advanced College Funding Solutions, LLC, which provides college preparation services including ACT/SAT prep, scholarship and grant assistance, college search, and career counseling. Affinity Financial Solutions offers advisory and financial counseling services to individuals, families, trusts, closely held businesses, 401(k) plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to select mutual funds, primarily within specific fund families, and generally manages allocations with discretionary authority.
$0 - $500,000: 1.8% $500,000 - $1,000,000: 1.5% $1,000,000+: 1%
Commissions received for sales of variable annuity contracts and securities; less than 50% of primary compensation
Fee-only: Advisory fees charged as percentage of AUM; no commissions constitute primary compensation
Shelton, CT
Connecticut
Fairport Capital, Inc.
2021 - Present (5 years)
Affinity Financial Solutions, LLC
2014 - Present (12 years)
Advanced College Funding Solutions, LLC
2013 - Present (13 years)
Fairport Capital, Inc.
2009 - 2021 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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