Joseph Lynch, financial advisor Charlotte NC
93 score

Joseph Lynch

CRD Number: 4612624
Current Firm: Vanguard Advisers Inc.

Joseph Lynch (CRD# 4612624) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Aug 2014 - Current 2
Bank Of America, N.a. Columbia, SC Sep 2012 - Aug 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Columbia, SC Jul 2012 - Aug 2014 2
Tiaa-cref Charlotte, NC Aug 2006 - Jun 2012 5
Wachovia Securities, LLC Decatur, GA Feb 2005 - Aug 2006 1
Wachovia Bank, N.a. Decatur, GA Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Joseph Lynch
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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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