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Erik Lynch

Fifth Third Securities, Inc.

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About Erik Lynch

Erik Lynch is a financial advisor with Fifth Third Securities, Inc. in HOLLAND, MI. Erik has been working in the financial industry since January 9, 2004 and has experience with both individual investors and business clients. Erik is registered as an investment advisor representative with the state of Michigan.

Firm Information

Erik Lynch is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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.

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percentage of assets

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

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Erik Lynch’s Registration & Firm History

MI

06/03/2024 - Present

Fifth Third Securities, Inc. (HOLLAND MI)

MI

08/18/2022 - 10/19/2023

WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)

MI

07/29/2016 - 08/12/2022

OPPENHEIMER & CO. INC. (KALAMAZOO MI)

MI

07/09/2009 - 07/26/2016

CHARLES SCHWAB & CO., INC. (GRAND RAPIDS MI)

MI

11/21/2007 - 09/05/2008

USA ADVANCED PLANNERS INC. (GRAND RAPIDS MI)

MI

10/11/2005 - 06/20/2007

MML INVESTORS SERVICES, INC. (HOLLAND MI)

MN

05/23/2005 - 08/22/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/23/2005 - 08/22/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

10/05/2001 - 02/26/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 6/1/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/16/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/26/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 2/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/3/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Lynch.
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