Becky LynchCRD Number: 1899295
Current Firm: Cl Wealth Management LLC
Becky Lynch (CRD# 1899295) is an Investment Advisor Representative working at Cl Wealth Management LLC in Hagerstown, MD and has over 29 years of experience in the finance industry.
Commonwealth Financial Network
Lpl Financial LLC
|Cl Wealth Management LLC||New York, NY||Aug 2017 - Current||< 1|
|Cabot Lodge Securities LLC||Hagerstown, MD||May 2017 - Current||1|
|Wilbanks Securities, Inc.||Oklahoma City, OK||Jun 2015 - Current||3|
|Wilbanks Securities Advisory||Oklahoma City, OK||Jun 2015 - Current||3|
|I2 Advisors||Hagerstown, MD||Jun 2015 - Current||3|
|Simon C Key & Becky S Lynch||Ocean City, MD||Jun 2006 - Current||12|
|Shepherd's Hill||Westminster, MD||May 2000 - Current||18|
|Becky Lynch-certified Livestock Judge||Westminster, MD||May 1987 - Current||31|
|Insurance- Non Variable||Hagerstown, MD||Oct 2012 - Jun 2015||2|
|Raymond James Financial Services Advisors, Inc.||Hagerstown, MD||Jan 2009 - Jun 2015||6|
|Raymond James Financial Services||Hagerstown, MD||Jun 2008 - Jun 2015||7|
|Fulton Financial Corporation||Hagerstown, MD||Jun 2008 - Jun 2015||7|
|Fulton Financial Advisors||Lancaster, PA||Jun 2006 - Jun 2015||9|
|Primevest Financial Services, Inc.||St. Cloud, PA||May 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management146MILLIONS
Total Number of Accounts1,189ACCOUNTS
Average Account Value$122,994
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, IA, IL, MA, MD, MN, MO, MT, NE, NH, NJ, NY, OK, OR, PA, RI, SD, TX, VA, WI, WV
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