Margarite Lynch is a registered investment advisor, based in Charlotte, NC, with 9 years of industry experience. Margarite is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4235 S. Stream Blvd., Suite 100, Charlotte, NC, 28217
Get directionsHistory
Regulatory History (1)
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Financial
February 2017Final
Other Business Activities
Margarite works full-time as an RIA employee for Merit Financial Group. She also works about 10-20% of her time as a suite attendant at the Bank of America Stadium for the Carolina Panthers.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 2 yrs 2 mos
Merit Financial Advisors
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
March 2017 - August 2024 · 7 yrs 5 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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