Kevin Lynch, financial advisor Hillsborough NJ
81 score

Kevin Lynch

CRD Number: 1238289
Current Firm: First Heartland Consultants, Inc.

Kevin Lynch (CRD# 1238289) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Hillsborough, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
First Heartland Capital Inc. Lake St Louis, MO Nov 2016 - Current 1
Trinity Enterprise Solutions Lynbrook, NY Nov 2012 - Current 5
Westminster Wealth Management Hillsborough, NJ Dec 2011 - Current 6
American Prosperity Group Hillborough, NJ Dec 2007 - Current 10
Healing Pt Services / Healing To Wellness Belle Mead, NJ Aug 2007 - Current 10
Con-lyn Properties Avondale, PA May 2001 - Current 16
United Planners' Financial Services Scottsdale, AZ Mar 2014 - Nov 2016 2
Bcg Securites, Inc. Cherry Hill, NJ Feb 2008 - Mar 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin L. Lynch
Phone Number: 636-625-0900
Firm Website: http://www.joinfhc.com
Registered State(s):
  • DE
  • SC
  • NJ
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    1,263
    MILLIONS
  • Total Number of Accounts
    5,857
    ACCOUNTS
  • Average Account Value
    $215,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV

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BADGES
81

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