Madison Lynch (CRD# 7342731) is an Investment Advisor Representative working at Melia Wealth LLC in Tulsa, OK and has over 3 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Melia Wealth LLC | Tulsa, OK | Feb 2021 - Current | 3 |
| Madison Lynch, Sole Proprietor | Tulsa, OK | Jul 2020 - Current | 3 |
| Turning Pointe Dance Of Tulsa | Tulsa, OK | Aug 2019 - Current | 4 |
| Melia Wealth Advisory Group LLC | Tulsa, OK | Aug 2018 - Feb 2021 | 2 |
| Infinity Dance Academy | Tulsa, OK | Feb 2015 - Apr 2020 | 5 |
| American Eagle Outfitters | Tulsa, OK | Oct 2016 - Dec 2019 | 3 |
| Victoria's Tea Room | Tulsa, OK | Aug 2015 - Feb 2016 | < 1 |
| Full Time Student | Tulsa, OK | Feb 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- OK
-
Total Assets Under Management456MILLIONS
-
Total Number of Accounts2,225ACCOUNTS
-
Average Account Value$204,801
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AR, FL, LA, MO, OK, TX
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