Timothy Lynott, financial advisor Colleyville TX
93 score

Timothy Lynott

CRD Number: 5426630
Current Firm: The Retirement Group, LLC

Timothy Lynott (CRD# 5426630) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
The Retirement Group, LLC San Diego, CA Jan 2016 - Current < 1
Fsc Securities Corporation Colleyville, TX Feb 2011 - Current 5
Edward Jones Saint Louis, MO Sep 2007 - Dec 2010 3
Us Air Force Wichita Falls, TX May 1985 - Sep 2007 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Timothy M. Lynott
Phone Number: 800-900-5867
Registered State(s):
  • CA
  • TX
  • OK
  • GA
  • NE
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $112,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, CT, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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