Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Timothy Lynch is a financial advisor registered with LPL Financial LLC. James has been in the financial industry since 1995. James is registered in Minnesota and South Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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MN
04/12/2018 - Present
LPL Financial LLC (ST. CLOUD MN)
MN
11/02/2016 - 11/08/2017
INVESTMENT CENTERS OF AMERICA, INC. (DELANO MN)
MN
10/10/1997 - 11/16/2016
CETERA INVESTMENT SERVICES LLC (SAINT CLOUD MN)
MN
06/04/2004 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/15/2004 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
NE
04/20/2000 - 11/14/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
08/01/2001 - 10/30/2001
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
08/01/2001 - 10/30/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
12/15/1993 - 07/19/1996
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 09/21/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 09/21/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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