George Philip Lynch

Russell Investments

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Russell Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

67,276 clients

Average Client Portfolio

$927K average

Assets Under Management

$62.4B

Fee Structure

Financial Planning:Investment management only

Location

Charlotte, NC

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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.

Employment History

Current Registrations

Russell Investments

October 2007 - Present · 18 yrs 4 mos

Russell Investments Financial Services, LLC

September 2006 - Present · 19 yrs 5 mos

Russell Investments Financial Services, LLCBroker

September 2006 - Present · 19 yrs 5 mos

Previous Registrations

Credit Suisse Asset Management Securities, INC.Broker

January 2001 - September 2006 · 5 yrs 8 mos

Donaldson, Lufkin & Jenrette Securities CorporationBroker

May 1997 - January 2001 · 3 yrs 8 mos

State Registrations3 states

NCSCWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.