Anita Lynch, financial advisor Hendersonville NC

Anita Lynch

CRD Number: 2978950
Current Firm: First Citizens Investor Services, Inc.

Anita Lynch (CRD# 2978950) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Publix Hendersonville, NC Feb 2022 - Current 2
First Citizens Investor Services Raleigh, NC Dec 2017 - Current 6
Lowe's Home Improvement Hendersonville, NC Feb 2017 - Nov 2017 < 1
Unemployed Hendersonville, NC Sep 2016 - Jan 2017 < 1
Raymond James And Associates Sarasosta, FL Jan 2011 - Aug 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Anita J. Lynch
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,527
    MILLIONS
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV

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