Kevin
Lynch
Transamerica Retirement Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Lynch is a financial advisor who works in Point Pleasant, New Jersey with 1 year of industry experience. Lynch is currently employed by Transamerica Retirement Advisors, LLC. Over the course of their career, Lynch has held roles at Massmutual Financial Group, Mml Investors Services, Inc, Mml Distributors, LLC, Nationwide Investment Services Corp, Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Lynch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Transamerica Retirement Advisors, LLC is a registered investment company that has its headquarters in Saint Paul, MN. It has offices in 20 locations and a total of 311 employees. It has $10 billion in assets among its 147,144 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically are based on which services are provided. However, fees billed by Transamerica Retirement Advisors, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Kevin Lynch Work History
Kevin has been registered as a financial advisor for 1 years.*
Transamerica Life Insurance Company
Transamerica Investors Securities Corporation
Nationwide Investment Services Corp
Mml Distributors, LLC
Massmutual Financial Group
Mml Investors Services, Inc
*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 Kevin 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 Transamerica Retirement Advisors, LLC
Saint Petersburg, FL
Saint Petersburg, FL
Lewisville, TX
Palm Coast, FL
Saint Petersburg, FL
Vista, CA
Macomb, MI
Mukwonago, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
