ML
CFP · ChFC
ML
CFP · ChFC

Michael Lynch

32 Years of Experience
Exton, PA
BrokerSells Insurance

Michael Lynch is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Exton, PA, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

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

111 East Uwchlan Ave, Exton, PA, 19341

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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

Michael is an insurance agent selling life, health, and group health insurance since 1994. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2010 - Present · 16 yrs 4 mos
MML Investors Services, LLCBroker
August 1994 - Present · 32 yrs 2 mos
Previous Registrations
Wienken & Associates, LTD.
September 2000 - December 2006 · 6 yrs 3 mos
Metlife Securities INC.Broker
October 1993 - July 1994 · 9 mos
Metropolitan Life Insurance CompanyBroker
October 1993 - July 1994 · 9 mos
State Registrations24 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.
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