Edward Lynch
Edward Lynch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, NY, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3 Coates Drive, Suite 5, Goshen, NY, 10924
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2016Customer Dispute
September 2014Employment Separation After Allegations
July 2014Customer Dispute
May 2009Other Business Activities
Edward has personal/private investments and is a part owner of a rental real estate investment property. He is also the sole owner, President, and CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with RJFS, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations20 states
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