James Lynch (CRD# 1533141) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 37 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliver Luxxe Assets LLC | Bedminster, NJ | May 2014 - Current | 9 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2014 - Aug 2019 | 5 |
| 2rose1sky Capital LLC | Reno, NV | Sep 2016 - Mar 2017 | < 1 |
| Ubs Financial Services Inc. | Florham Park, NJ | Feb 2005 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- TX
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Total Assets Under Management694MILLIONS
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Total Number of Accounts1,423ACCOUNTS
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Average Account Value$487,617
- 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 pooled investment vehicles (other than investment companies)
CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT
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