Darryl Lynch
Darryl Lynch is a registered investment advisor at Oppenheimer & CO. INC., based in Bellevue, WA, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 37,605 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer offers several investment management programs with different fee structures:
- Fahnestock Asset Management (FAM): Fees up to 2.5% of your portfolio. Commissions are also charged on certain FAM accounts.
- Alpha: Clients pay brokerage commissions and ticket/handling charges on securities transactions.
- Preference: Fees up to 2.25% of your portfolio. Additional charges may apply based on trading activity.
Minimum account sizes vary depending on the program and the types of investments included in the account. The minimum annual fee for FAM and Preference accounts is $250, but this is waived if the account is at least $50,000 or household advisory accounts are at least $250,000.
Location
500 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2021Customer Dispute
April 2008Customer Dispute
September 2001Other Business Activities
Darryl is the successor registered representative of the England Kalama Takai Trust. He anticipates spending minimal time per month in review and consultation with the trustee.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Oppenheimer Asset Management
Fahnestock Asset Management
Cibc World Markets CORP.
Oppenheimer & CO., INC.Broker
Cibc World Markets CORP.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations40 states
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.