Dennis
Lynch
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Dennis Lynch is a financial advisor who works out of Matthews, North Carolina with 7 years of industry experience. Lynch is an advisor for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Wells Fargo Bank, Waddell & Reed, Inc, Dennis Lynch Independent Insurance, United Planners Financial Services, Carolina Financial Partners and Carolina Financial Partners, LLC. Lynch has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in North Carolina. United Planners' Financial Services Of America A Limited Partner is an advisory business that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It handles $6 billion in assets between its 50,361 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of services. Fee types charged by United Planners' Financial Services Of America A Limited Partner can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
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
Dennis has been registered as a financial advisor for 7 years.*
Carolina Financial Partners
Carolina Financial Partners
Carolina Financial Partners
United Planners Financial Services
Carolina Financial Partners, LLC
Wells Fargo Bank
Waddell & Reed, Inc
Dennis Lynch Independent Insurance
*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 Dennis 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 United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Matthews, NC
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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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.
