Dennis
Lynch
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Dennis Lynch is a financial advisor based in Matthews, North Carolina, working with United Planners' Financial Services Of America A Limited Partner. Dennis has previously held positions at Waddell & Reed, Inc, Dennis Lynch Independent Insurance, United Planners Financial Services, Carolina Financial Partners, and Carolina Financial Partners, LLC. Dennis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Dennis is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Matthews, North Carolina. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dennis Lynch Work History
Carolina Financial Partners
Carolina Financial Partners
Carolina Financial Partners
United Planners Financial Services
Carolina Financial Partners, LLC
Waddell & Reed, Inc
Dennis Lynch Independent Insurance
Disclosures
Please visit the SEC profile of Dennis Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
