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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Lynch is a financial advisor with LPL Financial LLC and is based in SANTA ROSA, CA. Julie Anne Lynch has been a registered representative since 2012, and has experience working with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Julie Anne Lynch is also registered with the states of Alabama, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Kansas, Massachusetts, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Vermont, Virginia, and Washington. Julie Anne Lynch has previously worked for J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP..
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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CA
09/19/2024 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
10/01/2012 - 08/20/2014
J.P. MORGAN SECURITIES LLC (CLOVERDALE CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (UKIAH CA)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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