Julie
Lynch

Rbc Capital Markets, LLC

CRD#1865180
Investment Advisor
in Boston, MA
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About this Advisor

Julie Lynch is a financial advisor in Boston, Massachusetts. Currently an advisor with Rbc Capital Markets, LLC, they have accumulated 10 years of professional experience in the financial advisory industry. Lynch has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lynch can advise clients based out of Massachusetts. Lynch has spent their complete career at Rbc Capital Markets, LLC. Rbc Capital Markets, LLC is headquartered in Boston, Massachusetts, and operates out of 254 additional offices in the nation. In total, Rbc Capital Markets, LLC manages $106 billion in assets throughout 254,944 client accounts and employs more than 7,115 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 158,606 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Rbc Capital Markets, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

75 State Street Suite 1701
Boston, MA 02109-1875

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$118,733,499,150

MA Average: $7,464,549,021
Total Number of Employees

7,576

MA Average: 88
Total Number of Accounts

293,129

MA Average: 3,892
Average Account Size

$405,055

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Julie Lynch Work History

Julie has 10 years of experience.

2008 - Present (11 years)

Rbc Capital Markets Corporation

Disclosures

Julie Lynch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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