Joseph LynskyCRD Number: 7066791
Current Firm: Wells Fargo Clearing Services, LLC
Joseph Lynsky (CRD# 7066791) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Lake Oswego, OR||Jan 2019 - Current||3|
|Wells Fargo Bank, Na||Lake Oswego, OR||Jan 2017 - Current||5|
|Fred Meyer||Newberg, OR||Oct 2016 - Oct 2017||1|
|Garibaldi's Seafood And Fine Dining||Savannah, GA||Mar 2016 - Oct 2016||< 1|
|Paul Kennedy Catering||Pooler, GA||Apr 2015 - Mar 2016||< 1|
|Law Offices Of Cossio And Woodward, LLC||Savannah, GA||Nov 2014 - Apr 2015||< 1|
|Elite Techs, Inc.||Woodstock, GA||Oct 2013 - Oct 2014||1|
|Mcalister's Deli||Kennesaw, GA||Nov 2012 - Oct 2013||< 1|
|Kennesaw State University, Office Of Sports And Recreation||Kennesaw, GA||Feb 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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