Lynn Balch, financial advisor West Palm Beach FL
58 score

Lynn Balch

CRD Number: 1315292
Current Firm: Legend Advisory Corporation

Lynn Balch (CRD# 1315292) is an Investment Advisor Representative working at Legend Advisory Corporation in West Palm Beach, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Joshua Davis, financial advisor West Palm Beach FL
Joshua S. Davis
CRD# 5548317
Castle Wealth Management
Score
103
Similar Advisors
Pericles Gregoriou, financial advisor West Palm Beach FL
Pericles P. Gregoriou
CRD# 2416527
United Capital Financial Advisers
Score
103
Similar Advisors
Paul Miller, financial advisor West Palm Beach FL
Paul B. Miller
CRD# 1759970
Indian River Financial Group, Inc.
Score
103
Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Jul 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Sep 2010
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lynn E. Balch
Phone Number: (866) 774-8671
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lynn Balch and other advisors.
BADGES
58

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.