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Kevin Lynch

21 Years of Experience
Hillsborough, NJ
BrokerSells Insurance

Kevin Lynch is a registered investment advisor, based in Hillsborough, NJ, with 21 years of industry experience.

Location

284 Route 206, Building D, Hillsborough, NJ, 08844

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is the owner of Westminster Wealth Management, selling insurance and financial products since 2008. He is also involved with Healing To Wellness, Society For Financial Awareness, Montgomery/Rocky Hill Rotary, Warner Financial Group (Medicare supplement sales), and First Heartland Consultants (investment advisory services).

Employment History
Current Registrations
First Heartland Consultants, INC.
November 2016 - Present · 9 yrs 6 mos
First Heartland Capital, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
March 2014 - November 2016 · 2 yrs 8 mos
Bcg Securities, INC.Broker
March 2008 - March 2014 · 6 yrs
Investors Center, INC.Broker
November 1987 - November 1988 · 1 yr
Prudential-Bache Securities INC.Broker
March 1985 - January 1988 · 2 yrs 10 mos
State Registrations21 states
AZCTDCDEFLGAHIMAMDMENCNHNJNYOHPASCTNVAVirgin IslandsWI
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.
Kevin Lynch - Financial Advisor | TrueAdvisor