Lana Lynch, financial advisor Short Hills NJ

Lana Lynch

CRD Number: 7092868
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lana Lynch (CRD# 7092868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Short Hills, NJ Feb 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills, NJ Dec 2019 - Current 4
Axa Advisors LLC New York, NY Oct 2019 - Dec 2019 < 1
Unemployed New York, NY Aug 2019 - Sep 2019 < 1
Morgan Stanley New York, NY Apr 2019 - Jul 2019 < 1
Homemaking New York, NY Jan 2019 - Mar 2019 < 1
Nomi Beauty New York, NY Aug 2018 - Dec 2018 < 1
Homemaking New York, NY Feb 2018 - Jul 2018 < 1
Fyxit New York, NY May 2015 - Jan 2018 2
Nyu Stern Langone New York, NY Feb 2014 - May 2017 3
Tele2 Moscow, Nov 2011 - Nov 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Lana Lynch
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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