John LynchCRD Number: 1056728
Current Firm: Raymond James Financial Services Advisors, Inc.
John Lynch (CRD# 1056728) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brookhaven, MS and has over 31 years of experience in the finance industry.
Cetera Advisors LLC
Pathway Planning Inc.
Lpl Financial LLC
|Ole Brook LLC||Brookhaven, MS||Apr 2017 - Current||< 1|
|Brookhavens Whitworth Real Estate||Brookhaven, MS||Apr 2011 - Current||6|
|Cornerstone Investments||Brookhaven, MS||Dec 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Brookhaven, MS||Jan 2009 - Current||9|
|N/a||Brookhaven, MS||Dec 2007 - Current||10|
|Cornerstone Properties||Brookhaven, MS||Jan 2006 - Current||12|
|Charitable Organization||Jackson, MS||Oct 2005 - Current||12|
|Brook Hill Real Estate||Brookhill, MS||Oct 2003 - Current||14|
|Brookhaven's Inez||Brookhaven, MS||Oct 2003 - Current||14|
|Tellus Operating||Madison, MS||Jun 1999 - Current||18|
|Raymond James Financial Services, Inc.||Brookhaven, MS||Jan 1999 - Current||19|
|Oil & Gas Investment||Ridgeland, MS||Oct 1995 - Current||22|
|Brookhaven Mortgage Advisors||Brookhaven, MS||Jul 2003 - May 2008||4|
|Brookhaven Mortgage Company||Brookhaven, MS||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S65||NASAA Investment Advisors Law Examination||Jul 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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