Victoria LynchCRD Number: 6120822
Current Firm: Strategic Advisers, Inc.
Victoria Lynch (CRD# 6120822) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Washington, DC and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Sep 2012 - Current||4|
|Preston Pharmacy||Jacksonville, FL||Jan 2005 - Aug 2012||7|
|Marywood Retreat Center||Jacksonville, FL||Jul 2012 - Jul 2012||< 1|
|Tgi Fridays||Miami, FL||Feb 2012 - Apr 2012||< 1|
|Express||Miami, FL||Nov 2011 - Apr 2012||< 1|
|Florida International University||Miami, FL||Aug 2007 - Dec 2011||4|
|Marywood Retreat Center||Jacksonville, FL||Jul 2011 - Jul 2011||< 1|
|One Step Lien Search||Miami, FL||Jan 2010 - Apr 2010||< 1|
|Fiu Student Media||Miami, FL||Nov 2007 - Jan 2010||2|
|Camp Laurel||Readfield, ME||Jun 2008 - Aug 2008||< 1|
|Bishop Kenny High School||Jacksonville, FL||Aug 2003 - May 2007||3|
|Levy Restaurants||Jacksonville, FL||Aug 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV
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