James
Lynch
Pks Advisory Services, LLC
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About this Advisor
James Lynch is a financial advisor based in Albany, New York, working with Pks Advisory Services, LLC. James has previously held positions at Michigan Securities, Inc, Pks Advisory Services, LLC, and Purshe Kaplan Sterling Investments. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, James is part of Pks Advisory Services, LLC, which operates out of Albany, New York. The firm has 17 offices and 50 employees. The firm manages assets totaling $697.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pks Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pks Advisory Services, LLC Brokerage Details
$697,742,374
50
4,457
$156,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Lynch Work History
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Michigan Securities, Inc
Disclosures
Please visit the SEC profile of James 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 Pks Advisory Services, LLC
Chesterfield, VA
Nashville, TN
Albany, NY
Albany, NY
Brentwood, TN
Albany, NY
Albany, NY
Los Angeles, CA
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