Bernard LynchCRD 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 34 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
Cambridge Investment Research Advisors, Inc.
|Metlife Securities Inc.||Ligonier, PA||Jan 2015 - Current||2|
|New England Securities||Boston, MA||Dec 1982 - Current||34|
|New England Life||Greensburg, PA||Apr 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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