Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lynch is a financial advisor with over 37 years of experience in the industry. John is currently registered as a Broker-Dealer and Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. John is also registered as a Broker-Dealer and Investment Advisor Representative with LPL Financial, LLC, and previously held registrations with Raymond James Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc., E. F. Hutton & Company Inc., and Focus Securities, Inc. John is a licensed broker-dealer in 47 states, an investment advisor representative in Maryland, Texas, and Virginia, and holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
VA
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (FAIRFAX VA)
MD
03/22/2012 - 05/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbia MD)
MD
03/09/2006 - 03/23/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FULTON MD)
MD
10/01/1999 - 03/08/2006
WACHOVIA SECURITIES, LLC (COLUMBIA MD)
NC
11/10/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
01/28/1995 - 11/14/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/03/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 04/27/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/03/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
03/19/1986 - 08/07/1986
FOCUS SECURITIES, INC.
IA
Issued 12/03/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Lynch is the right advisor for you? Invested Better is here to help.
