Alexander LynchCRD Number: 5573426
Current Firm: Jarvis Financial
Alexander Lynch (CRD# 5573426) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 7 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Jarvis Financial||Federal Way, WA||Nov 2020 - Current||1|
|U.s. Bancorp Investments, Inc.||Tacoma, WA||Apr 2015 - Nov 2020||5|
|U.s. Bank||Seattle, WA||Jun 2015 - Jul 2019||4|
|Martin Nelson & Company, Inc.||Seattle, WA||Oct 2013 - Apr 2015||1|
|Wyngate Medical||Seattle, WA||Jun 2010 - Oct 2013||3|
|Building Envelope Service||Bellevue, WA||Jun 2007 - Oct 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2015|
Total Assets Under Management196MILLIONS
Total Number of Accounts593ACCOUNTS
Average Account Value$330,860
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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