Bernard Lynch, financial advisor Ligonier PA
93 score

Bernard Lynch

CRD Number: 1090458
Current Firm: Msi Financial Services, Inc.

Bernard Lynch (CRD# 1090458) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Ligonier, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Ligonier, PA Jan 2015 - Current 1
New England Securities Boston, MA Dec 1982 - Current 34
New England Life Greensburg, PA Apr 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Bernard J. Lynch
Phone Number: 800-638-8378
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, OR, 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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