Lynne Marie Rach
Professional Summary
Lynne Marie Rach, who also goes by Lynne Rach, is a registered financial advisor currently at WILLOW COVE INVESTMENT GROUP, INC. located in San Diego, California. Lynne is registered as a RR (Registered Representative) and started their career in finance in 1987. Lynne has worked at 18 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 27, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lynne Rach
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
WILLOW COVE INVESTMENT GROUP, INC.
Contact Information
Main Address
5887 T Bar Lane, Winneconne, WI 54986Mailing Address
5887 T Bar Lane, Winneconne, WI 54986Phone Number
(858) 404-0677Established
California since 03/18/2002Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (12 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
(9/26/2018)
(1/12/2015)
(1/9/2015)
(10/15/2024)
(3/19/2025)
(5/10/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2002SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lynne Marie Rach's CRS (Customer Relationship Summary).
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