Becky Lynch
Becky Lynch is a registered investment advisor at Calton & Associates, INC., based in Hagerstown, MD, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
119 King Street, Hagerstown, MD, 21740
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
May 2015Customer Dispute
February 2009Employment Separation After Allegations
February 2006Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Becky owns and operates Shepherd's Hill farm, raising sheep and dogs, which takes nearly full-time. She also works as a livestock judge and sells life insurance with LTC riders, dedicating minimal time to each.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Bb&t Investment Services, INC.Broker
Compulife Investor Services, INC.Broker
Primevest Financial Services, INC.Broker
Spectrum Securities CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations8 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.