Kevin Lynch, financial advisor Pompton Plains NJ
81 score

Kevin Lynch

CRD Number: 1238289
Current Firm: United Planners' Financial Services Of America A Limited Partner

Kevin Lynch (CRD# 1238289) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Pompton Plains, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Mar 2014 - Current 2
Trinity Enterprise Solutions Lynbrook, NY Nov 2012 - Current 4
Westminster Wealth Management Hillsborough, NJ Dec 2011 - Current 5
American Prosperity Group Hillborough, NJ Dec 2007 - Current 9
Healing Pt Services / Healing To Wellness Belle Mead, NJ Aug 2007 - Current 9
Con-lyn Properties Avondale, PA May 2001 - Current 15
Bcg Securites, Inc. Cherry Hill, NJ Feb 2008 - Mar 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin L. Lynch
Phone Number: 480-991-0225
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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