Wayne Ramsey, financial advisor Newburgh IN
93 score

Wayne Ramsey

CRD Number: 1169972
Current Firm: Lynch & Associates

Wayne Ramsey (CRD# 1169972) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Anthem Securities Inc. Indianapolis, IN Sep 1994 - Current 22
Anthem Capital Management Inc. Indianapolis, IN Jan 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Wayne C. Ramsey
Phone Number: 812-853-0878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    356
    MILLIONS
  • Total Number of Accounts
    1,362
    ACCOUNTS
  • Average Account Value
    $261,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, IN, KY, LA, MN, NE, TX

Ready to hire a financial advisor? Get competitive proposals from Wayne Ramsey and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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