Lynn Balch (CRD# 1315292) is an Investment Advisor Representative working at Lincoln Investment in Wellington, FL and has over 24 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | West Palm Beach, FL | Jan 2017 - Current | 7 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jul 2005 - Jan 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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