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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Sue Lynch is an investment advisor representative at Calton & Associates, Inc. Becky has been in the securities industry since 1989. Becky specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Becky is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). In addition to Calton & Associates, Inc., Becky has also worked for Raymond James Financial Services, Inc., Wilbanks Securities, Inc., and Cabot Lodge Securities LLC. Becky's current employment with Calton & Associates, Inc., is effective August 2018. Becky is registered with the State of Maryland for broker-dealer and investment advisor activities. Becky has passed the Series 7, Series 24, Series 63, and Series 65 exams, as well as the Securities Industry Essentials Exam. Becky also operates Shepherd's Hill, a farm that raises sheep and dogs. Becky has been a livestock judge since 1987. Becky is also an insurance agent and sells life insurance with long-term care riders.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
08/30/2018 - Present
Calton & Associates, Inc. (Hagerstown MD)
MD
06/13/2017 - 08/29/2018
CABOT LODGE SECURITIES LLC (HAGERSTOWN MD)
OK
07/01/2015 - 06/13/2017
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
MD
06/04/2008 - 06/15/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (HAGERSTOWN MD)
MD
05/25/2006 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HAGERSTOWN MD)
NY
02/07/2003 - 03/02/2006
IFMG SECURITIES, INC. (PURCHASE NY)
WI
10/01/2001 - 02/10/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
04/04/2000 - 10/02/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MN
09/29/1998 - 04/18/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MN
04/07/1997 - 09/29/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
11/19/1996 - 04/07/1997
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
NY
03/21/1991 - 11/22/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/21/1991 - 11/22/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MO
11/23/1988 - 12/24/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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