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Ralph Lynch

42 Years of Experience
Bonita Springs, FL
Broker

Ralph Lynch is a registered investment advisor at Wells Fargo Advisors, based in Bonita Springs, FL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bonita Springs, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ralph has a 45% ownership in Lynch McPeek Wealth Management LLC. He also serves as co-trustee for the Lynch McPeek Wealth Management 401k, his father's trust, and his mother's trust, dedicating minimal time to these trustee roles.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - Present · 13 yrs 2 mos
Wells Fargo Advisors
May 2013 - Present · 13 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.
December 1997 - June 2009 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1983 - July 1993 · 10 yrs 1 mo
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.