Joseph
Lynch
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Joseph Lynch is a financial advisor working out of Charlotte, North Carolina who has 1 year of industry experience. Lynch is an employee of Tiaa-Cref Individual & Institutional Services, LLC. During their career, Lynch has held roles at Td Ameritrade, Inc, Personal Capital Advisors Corporation, Vanguard Advisers, Inc, Td Ameritrade Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc (7691) and Bank Of America, N.A. Lynch has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a company based in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It administers $31 billion in total assets between its 76,892 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 accounts, 62% are associated with high-net-worth clients who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Lynch Work History
Joseph has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Personal Capital Advisors Corporation
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Vanguard Advisers, Inc
Vanguard Marketing Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc (7691)
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
Pittsburgh, PA
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Philadelphia, PA
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Pineville, NC
Charlotte, NC
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Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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