Kelly Lynch (CRD# 7709711) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has 1 year of experience in the finance industry. Kelly Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arcadia Wealth Management | Smithtown, NY | Jul 2019 - Current | 4 |
| Student | Blacksburg, VA | Sep 2012 - May 2019 | 6 |
- NY
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Total Assets Under Management256MILLIONS
-
Total Number of Accounts856ACCOUNTS
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Average Account Value$298,592
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, LA, MA, NJ, NY, PA, TX
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