Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lynch is a financial advisor with over 15 years of experience in the industry. Brian is a Senior Vice President at Kathmere Capital Management, LLC and has held positions at other firms including Morgan Stanley, LPL Financial, UBS Financial Services Inc., and Lincoln Financial Distributors, Inc. Brian is a Certified Financial Planner and a Chartered Financial Consultant. He is registered to provide investment advice in 13 states and has a broad range of experience in financial planning, wealth management, and portfolio management. Brian is committed to providing personalized financial advice to individuals, families, and businesses.
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.
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
PA
10/01/2019 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
04/29/2016 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
NJ
03/23/2012 - 05/13/2016
MORGAN STANLEY (MT. LAUREL NJ)
NJ
02/15/2011 - 04/02/2012
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
PA
08/13/2007 - 01/25/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 03/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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