Rebecca Lynch, financial advisor Ironwood MI
93 score

Rebecca Lynch

CRD Number: 1881728
Current Firm: Edward Jones

Rebecca Lynch (CRD# 1881728) is an Investment Advisor Representative working at Edward Jones in Ironwood, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Rebecca M. Lynch
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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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