Kevin Lynch (CRD# 1238289) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Hillsborough, NJ and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Heartland Capital Inc. | Lake St Louis, MO | Nov 2016 - Current | 7 |
| Trinity Enterprise Solutions | Lynbrook, NY | Nov 2012 - Current | 11 |
| Westminster Wealth Management | Hillsborough, NJ | Dec 2011 - Current | 12 |
| American Prosperity Group | Hillborough, NJ | Dec 2007 - Current | 16 |
| Healing Pt Services / Healing To Wellness | Belle Mead, NJ | Aug 2007 - Current | 16 |
| Con-lyn Properties | Avondale, PA | May 2001 - Current | 22 |
| United Planners' Financial Services | Scottsdale, AZ | Mar 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- NJ
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Total Assets Under Management1,715MILLIONS
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Total Number of Accounts9,407ACCOUNTS
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Average Account Value$182,341
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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