Edith Lynch (CRD# 3193764) is an Investment Advisor Representative working at Elevation Advisory Partners LLC in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Silver Oak Securities, Inc. | Longwood, FL | Oct 2022 - Current | 1 |
Elevation Advisory Partners, LLC | Longwood, FL | Jun 2021 - Current | 2 |
Harrison Lynch Partners, LLC | Longwood, FL | Mar 2021 - Current | 3 |
Montham Holdings, LLC | Longwood, FL | Feb 2021 - Current | 3 |
Cetera Advisors LLC | Denver, CO | Jan 2016 - Jan 2021 | 5 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jan 2016 - Jan 2021 | 5 |
Cetera Investment Services LLC | St. Cloud, MN | Jan 2016 - Jan 2021 | 5 |
First Allied Securities, Inc. | San Diego, CA | Jan 2016 - Jan 2021 | 5 |
Cetera Advisor Networks | El Segundo, CA | Jun 2015 - Jan 2021 | 5 |
Summit Brokerage Services | Boca Raton, FL | May 2011 - Dec 2019 | 8 |
Girard Securities, Inc. | San Diego, CA | Jan 2016 - Nov 2017 | 1 |
Legend Equities Corporation | Palm Beach Gardens, FL | Jan 2016 - Dec 2016 | < 1 |
Investors Capital Corp. | Lynnfield, MA | Jan 2016 - Nov 2016 | < 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Jan 2016 - Nov 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- FL
-
Total Assets Under Management172MILLIONS
-
Total Number of Accounts886ACCOUNTS
-
Average Account Value$193,881
- A percentage of assets under your management
- 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
FL, KS, NE, TX
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