Sharon Lynch (CRD# 3058620) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chesapeake, VA and has over 23 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Suffolk, VA | Jun 2023 - Current | < 1 |
| State Farm Investment Management Corp | Virginia Beach, VA | Jun 2023 - Current | < 1 |
| Sharon Lynch Insurance Agency | Chesapeake, VA | May 2022 - Current | 2 |
| Sharon Lynch Insurance Agency | Norfolk, VA | Aug 2020 - Current | 3 |
| Sharon Lynch Insurance Agency | Suffolk, VA | Aug 2015 - Current | 8 |
| State Farm Management Corp. | Suffolk, VA | Aug 2015 - Current | 8 |
| State Farm Vp Management Corp. | Virginia Beach, VA | Feb 1998 - Current | 26 |
| Sharon Lynch Insurance Agency | Virginia Beach, VA | Jan 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NC
- VA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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