Charles Lynam is a registered investment advisor at Touchstone Advisors INC, based in Broomall, PA, with 19 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 40 clients with $31B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Broomall, PA
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Regulatory History
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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Charles engages in business-to-business marketing and solicitation activities for Touchstone Securities, focusing on Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week.
Employment History
Current Registrations
Touchstone Securities, LLC
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Stadion Money Management, LLC
Alps Distributors, INC.Broker
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
State Registrations10 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.
Exams
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