Dennis
Lynch

United Planners' Financial Services Of America A Limited Partner

CRD#1464078
Investment Advisor
in Matthews, NC

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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

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

250 N. Trade St Suite 301
Matthews, NC 28105

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

NC Average: $1,555,372,352
Total Number of Employees

567

NC Average: 37
Total Number of Accounts

50,361

NC Average: 1,370
Average Account Size

$120,841

NC Average: $1,135,308

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.*

2019 - Present (5 years)

Carolina Financial Partners

2018 - Present (6 years)

Carolina Financial Partners

2018 - Present (6 years)

Carolina Financial Partners

2016 - Present (8 years)

United Planners Financial Services

2016 - 2018 (2 years)

Carolina Financial Partners, LLC

2013 - 2013 (< 1 year)

Wells Fargo Bank

2013 - 2016 (3 years)

Waddell & Reed, Inc

2013 - 2022 (9 years)

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

Heidi Ludeman
Ferndale, WA
Brittney Deese
Scottsdale, AZ
Carlee Reed
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Daniel Sullivan
Matthews, NC
Thomas Owings
Scottsdale, AZ
Randolph Moore
Scottsdale, AZ
Fabiola Hill
Cypress, CA

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.

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