Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Lynch is a financial advisor at Raymond James & Associates, Inc., based in Charleston, SC. Spencer has been in the financial services industry since 1986 and has a broad range of experience, having worked for a variety of firms including Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Spencer holds several licenses and registrations, including Series 7, Series 3, Series 63, Series 65, and SIE. Spencer is a partner in Central Ave LLC and Seymour Lynch LLC, both of which are rental real estate businesses. Spencer also serves as Vice President and a Board Member at the Gibbes Museum of Art.
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.
Please see note in schedule d - miscellaneous
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.
1
2
SC
08/05/2013 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
02/02/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
NY
02/21/2006 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/22/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/12/1986 - 01/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/19/1986 - 06/02/1986
INVESTACORP, INC.
IA
Issued 04/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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