Erik Lynch, financial advisor Grand Rapids MI
93 score

Erik Lynch

CRD Number: 4433376
Current Firm: Charles Schwab & Company, Inc.

Erik Lynch (CRD# 4433376) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Grand Rapids, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Grand Rapids, MI Jun 2009 - Current 7
Charles Schwab Bank Grand Rapids, MI Jun 2009 - Current 7
Self Employed Holland, MI Jul 2013 - Jul 2013 < 1
Unemployed Holland, MI Oct 2008 - May 2009 < 1
None Holland, MI Oct 2008 - May 2009 < 1
Usa Wealth Management Grand Rapids, MI Nov 2007 - Sep 2008 < 1
Usa Advanced Planners Grand Rapids, MI Nov 2007 - Sep 2008 < 1
Unemployed Holland, MI Jun 2007 - Nov 2007 < 1
Mml Investors Services, Inc. Holland, MI Oct 2005 - Jun 2007 1
Massmutual Holland, MI Sep 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Erik W. Lynch
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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