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Kevin L Lynch

First Heartland Consultants, Inc.

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About Kevin L Lynch

Kevin Lynch is a registered investment advisor representative with First Heartland Consultants, Inc. Kevin is based in Hillsborough, NJ and has been in the industry since 2021. Kevin is licensed in a number of states including District of Columbia, Maine, New Jersey, New York, North Carolina, Pennsylvania and South Carolina. Kevin specializes in financial planning, pension consulting and portfolio management. Kevin is committed to providing clients with personalized investment advice and guidance.

Firm Information

Kevin Lynch is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin Lynch’s Registration & Firm History

NJ

10/11/2022 - Present

First Heartland Consultants, Inc. (HILLSBOROUGH NJ)

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Licenses & Designations

BOTH

Issued 10/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin L Lynch.
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