Francis Lynch, financial advisor Hamden CT
93 score

Francis Lynch

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Hamden, CT Apr 2015 - Current 1
Massmutual Life Insurance Company Hamden, CT Jan 2015 - Current 1
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
Contact Info for Francis R. Lynch
Phone Number: (413)737-8400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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