Brian Lynch is a CFP, ChFC-designated registered investment advisor, based in Wayne, PA, with 18 years of industry experience.
Location
435 Devon Park Drive, Suite 715, Wayne, PA, 19087
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a Senior Vice President at Kathmere Capital Management, a Registered Investment Advisor, dedicating full-time hours to financial planning and wealth management. He is also a sole proprietor for a fixed insurance business, spending a few hours per week, and an agent for Lion Street, an insurance agency, spending minimal time providing insurance advice.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kathmere Capital Management, LLC
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lincoln Financial Distributors, INC.Broker
State Registrations12 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.