linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles David Lynam

Touchstone Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles David Lynam

Charles Lynam is a financial professional with over 12 years of experience in the industry. Charles is currently registered with Touchstone Advisors Inc. in Ohio, Pennsylvania and New Jersey as a Registered Representative and Investment Advisor Representative. Charles has previously been registered with ALPS Distributors, Inc. and Hartford Funds Distributors, LLC. Charles holds the Series 6, Series 7, Series 63 and Series 65 licenses. Charles is a specialist in providing financial advice to individuals and investment companies.

Firm Information

Charles Lynam is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Lynam’s Registration & Firm History

PA

02/09/2018 - Present

Touchstone Advisors Inc. (Broomall PA)

CO

09/28/2015 - 02/08/2018

ALPS DISTRIBUTORS, INC. (DENVER CO)

PA

12/03/2012 - 09/18/2015

HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)

PA

12/19/2006 - 12/03/2012

HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)

Not sure if Charles David Lynam is right for you?

Licenses & Designations

IA

Issued 08/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles David Lynam.
Not sure if Charles David Lynam is right for you?