Joseph LynchCRD 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.
Prudential Financial Planning Services
Ubs Financial Services Inc.
Northwestern Mutual Investment Services,llc
|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|
Total Assets Under Management20MILLIONS
Total Number of Accounts70ACCOUNTS
Average Account Value$287,714
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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