William Joseph Lynch Iii
Professional Summary
William Joseph Lynch III, who also goes by Bill Lynch III, Bill Lynch, William J Lynch III, William J Lynch, is a registered financial advisor currently at LYNCH & ASSOCIATES located in Boston, Massachusetts. William is registered as a RR (Registered Representative) and started their career in finance in 1982. William has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 22, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Lynch Iii, Bill Lynch, William J Lynch Iii, William J Lynch
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/3/2007)
(12/1/2006)
(11/30/2006)
(12/5/2006)
(12/1/2006)
(12/1/2006)
(11/30/2006)
(11/30/2006)
(11/20/2025)
(7/24/2007)
(11/30/2006)
(11/8/2006)
(11/30/2006)
(12/8/2006)
(11/30/2006)
(1/5/2007)
(11/4/2024)
(1/4/2007)
(1/22/2020)
(1/4/2007)
(4/20/2007)
(5/6/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1982About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2007About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Joseph Lynch III's CRS (Customer Relationship Summary).
Similar Advisors
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