James LynchCRD Number: 1931660
Current Firm: Cetera Investment Advisers LLC
James Lynch (CRD# 1931660) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 23 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
|Cetera Investment Advisers LLC||St Cloud, MN||Dec 2014 - Current||2|
|Cetera Investment Services LLC||St. Cloud, MN||Sep 1997 - Current||19|
|Guaranty Brokerage Services, Inc.||St. Cloud, MN||Jul 2001 - Nov 2009||8|
|Bancnorth Investment Group, Inc.||St. Cloud, MN||Apr 2000 - Nov 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- Educational seminars/workshops