Melissa Lynch, financial advisor Sumter SC

Melissa Lynch

CRD Number: 2989890
Current Firm: Wells Fargo Clearing Services, LLC

Melissa Lynch (CRD# 2989890) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sumter, SC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Columbia, SC Nov 2016 - Current 5
Wells Fargo Advisors, LLC Columbia, SC Nov 2012 - Nov 2016 4
Bank Of America, Na Sumter, SC Dec 2009 - Nov 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Melissa H. Lynch
Phone Number: 314-875-3000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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