Kevin Lynch is a registered investment advisor, based in Point Pleasant, NJ, with 25 years of industry experience.
Location
Point Pleasant, NJ
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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.
Learn about disclosures →Employment History
Current Registrations
Transamerica Investors Securities, LLC
June 2022 - Present · 3 yrs 11 mos
Transamerica Retirement Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Transamerica Investors Securities, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Nationwide Investment Advisors, LLC
December 2018 - June 2022 · 3 yrs 6 mos
Nationwide Investment Services CorporationBroker
November 2018 - June 2022 · 3 yrs 7 mos
MML Distributors, LLCBroker
May 2014 - September 2018 · 4 yrs 4 mos
MML Investors Services, LLCBroker
March 2009 - May 2014 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - July 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - July 2008 · 1 yr 10 mos
Merrill Lynch Investment Managers LP
April 2003 - September 2006 · 3 yrs 5 mos
Fam Distributors, INC.Broker
April 2000 - September 2006 · 6 yrs 5 mos
Prudential Investment Management Services LLCBroker
April 1999 - September 1999 · 5 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.