Robert Lynch, financial advisor Boulder CO
93 score

Robert Lynch

CRD Number: 5391025
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Lynch (CRD# 5391025) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boulder, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services,inc Boulder, CO Jun 2015 - Current 1
Raymond James Financial Services Advisors Inc. Boulder, CO Jun 2015 - Current 1
First National Bank Boulder, CO Jul 2012 - Current 4
First National Capital Markets, Inc. Omaha, NE Jul 2012 - Jun 2015 2
Key Investment Services Denver, CO Jan 2010 - Jun 2012 2
Ubs Financial Services Inc. Boulder, CO Jul 2007 - Dec 2009 2
Forest Pharmaceuticals Inc. Pharmaceutical, CO Oct 2002 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Robert M. Lynch
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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