Joseph Lynch, financial advisor Cincinnati OH

Joseph Lynch

CRD Number: 2154328
Current Firm: W&s Brokerage Services, Inc.

Joseph Lynch (CRD# 2154328) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fort Washington Brokerage Cincinnati, OH Aug 2002 - Current 20
Western Southern Life Cincinnati, OH Jun 2002 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
Contact Info for Joseph H. Lynch
Phone Number: 800-257-2135
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $287,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV

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