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Margarite Lynch

8 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Margarite Lynch is a registered investment advisor, based in Alpharetta, GA, with 8 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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History

Regulatory History (1)
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Financial
February 2017
Final
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 · 1 yr 9 mos
Merit Financial Advisors
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
March 2017 - August 2024 · 7 yrs 5 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Margarite Lynch - Financial Advisor | TrueAdvisor