William LynchCRD Number: 7304267
Current Firm: Edward Jones
William Lynch (CRD# 7304267) is an Investment Advisor Representative working at Edward Jones in Kingsland, TX and has over 2 years of experience in the finance industry.
Dominion Portfolio Management, Inc.
Cetera Advisor Networks LLC
Lpl Financial LLC
|Edward Jones||St Louis, MO||Nov 2020 - Current||2|
|Lennar Homes Corporation||Austin, TX||Jan 2012 - Oct 2020||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2021|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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