Merle Lynch, financial advisor Cedaredge CO

Merle Lynch

CRD Number: 500724
Current Firm: Cambridge Investment Research Advisors, Inc.

Merle Lynch (CRD# 500724) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedaredge, CO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Dec 2017 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2017 - Current 4
Lpl Financial, LLC Cedaredge, CO Nov 1994 - Dec 2017 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Merle F. Lynch
Phone Number: 641-472-5100
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
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)
  • Market timing services
  • Educational seminars/workshops
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, WY

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