Francis LynchCRD Number: 4569852
Current Firm: Mml Investors Services, LLC
Francis Lynch (CRD# 4569852) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hamden, CT and has over 14 years of experience in the finance industry.
Lpl Financial LLC
Springboard Asset Management LLC
|Mml Investors Services LLC||Hamden, CT||Apr 2015 - Current||2|
|Massmutual Life Insurance Company||Hamden, CT||Jan 2015 - Current||3|
|Northwestern Mutual Investment Services, LLC||Hamden, CT||Dec 2008 - Apr 2015||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2002 - Apr 2015||12|
|Northwestern Mutual Investment Services, LLC||Hamden, CT||Aug 2002 - Apr 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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