Robert Lynch is a registered investment advisor, based in Boulder, CO, with 18 years of industry experience.
Location
3033 Iris Avenue, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a financial advisor and associate/employee for First Investments & Planning, dedicating about a quarter to half of his time. He also serves as a director for First National Bank's branch-based advisor and wealth management team in Boulder, spending more than half his time on this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
First National Capital Markets, INC.
First National Capital MarketsBroker
Key Investment Services LLCBroker
Key Investment Services LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.