John Lynch, financial advisor Brookhaven MS
63 score

John Lynch

CRD 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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Brookhavens Whitworth Real Estate Brookhaven, MS Apr 2011 - Current 5
Support Company Brookhaven, MS Dec 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Brookhaven, MS Jan 2009 - Current 7
N/a Brookhaven, MS Dec 2007 - Current 9
Cornerstone Properties Brookhaven, MS Jan 2006 - Current 10
Charitable Organization Jackson, MS Oct 2005 - Current 11
Brook Hill Real Estate Brookhill, MS Oct 2003 - Current 13
Brookhaven's Inez Brookhaven, MS Oct 2003 - Current 13
Tellus Operating Madison, MS Jun 1999 - Current 17
Raymond James Financial Services, Inc. Brookhaven, MS Jan 1999 - Current 17
Oil & Gas Investment Ridgeland, MS Oct 1995 - Current 21
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for John E. Lynch
Phone Number: 727-567-5877
Registered State(s):
  • LA
  • MS
  • NM
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
63

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