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.
CRD# 5366446
Lavish Financial Planning
CRD# 6826987
J.p. Morgan Securities LLC
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
- FL
- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.