Edith
Lynch
Elevation Advisory Partners LLC
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About this Advisor
Edith Lynch is a financial advisor based in Orlando, Florida, working with Elevation Advisory Partners LLC. Edith has previously held positions at Summit Brokerage Services, Cetera Advisor Networks, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Girard Securities, Inc, Investors Capital Corp, First Allied Securities, Inc, Legend Equities Corporation, Vsr Financial Services, Inc, Silver Oak Securities, Inc, Elevation Advisory Partners, LLC, Montham Holdings, LLC, and Harrison Lynch Partners, LLC. Edith has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Edith is part of Elevation Advisory Partners LLC, which operates out of Orlando, Florida. The firm has 1 office and 4 employees. The firm manages assets totaling $171.8 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Elevation Advisory Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevation Advisory Partners LLC Brokerage Details
$171,778,567
4
886
$193,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Edith Lynch Work History
Silver Oak Securities, Inc
Elevation Advisory Partners, LLC
Montham Holdings, LLC
Harrison Lynch Partners, LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Girard Securities, Inc
Investors Capital Corp
First Allied Securities, Inc
Legend Equities Corporation
Vsr Financial Services, Inc
Cetera Advisor Networks
Summit Brokerage Services
Disclosures
Please visit the SEC profile of Edith 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 Elevation Advisory Partners LLC
Missouri City, TX
Orlando, FL
Orlando, FL
Leawood, KS
Orlando, FL
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. 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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