Joseph Lynsky, financial advisor Portland OR

Joseph Lynsky

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joseph K. Lynsky
Phone Number: 314-875-3000
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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