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Kevin Lynch

2 Years of Experience
Fredericksburg, VA
Broker

Kevin Lynch is a registered investment advisor, based in Fredericksburg, VA, with 2 years of industry experience.

Location

1000 Winchester Street, Suite 300, Fredericksburg, VA, 22401

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Kevin works as a private music instructor in the Stafford area, teaching weekly lessons since 2016. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Cary Street PartnersBroker
May 2025 - Present · 1 yr
Cary Street Partners
May 2025 - Present · 1 yr
Previous Registrations
Equitable Advisors, LLC
October 2023 - April 2025 · 1 yr 6 mos
Equitable Advisors, LLCBroker
August 2023 - April 2025 · 1 yr 8 mos
State Registrations1 state
VA
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.
Kevin Lynch - Financial Advisor | TrueAdvisor