Becky Lynch, financial advisor Hagerstown MD
58 score

Becky Lynch

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Becky S. Lynch
Phone Number: 212-388-6200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $122,994
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
58

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