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LR

Lynne M. Rach

WILLOW COVE INVESTMENT GROUP
SAN DIEGO, CA
Some features on this profile are disabled
CRD#: 1723996
LR

Professional summary


Lynne Marie Rach, who also goes by Lynne Rach, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lynne Rach

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lynne Marie Rach's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 9, 2015 - Present

WILLOW COVE INVESTMENT GROUP, INC.

BD
CRD#: 107824
SAN DIEGO, CA
Past

January 2, 2018 - May 1, 2018

INTEGRITY BROKERAGE, LLC

BD
CRD#: 117589
SEATTLE, WA
Past

November 29, 2017 - August 3, 2018

DAKOTA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 132700
MIAMI, FL
Past

July 1, 2016 - March 28, 2017

DAKOTA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 132700
MIAMI, FL
Past

August 24, 2012 - December 12, 2014

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
SAN DIEGO, CA
Past

December 16, 2011 - August 17, 2012

VIEWPOINT SECURITIES, LLC

BD
CRD#: 104226
SAN DIEGO, CA
Past

September 24, 2001 - November 2, 2011

CAPITAL GROWTH RESOURCES

BD
CRD#: 7779
EL CAJON, CA
Past

April 19, 2001 - November 30, 2001

STOCK USA, INC.

BD
CRD#: 40687
EL CAJON, CA
Past

April 17, 2001 - May 1, 2001

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

July 21, 2000 - December 21, 2000

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

January 25, 2000 - July 10, 2000

HAMPTON-PORTER, INVESTMENT BANKERS, A CALIFORNIA LLC

BD
CRD#: 42949
SAN DIEGO, CA
Past

November 4, 1998 - January 18, 2000

AVIOR CAPITAL, LLC

BD
CRD#: 44732
SAN DIEGO, CA
Past

November 26, 1996 - September 2, 1998

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

September 23, 1996 - October 10, 1996

GUSTAFSON FINANCIAL, INC.

BD
CRD#: 16194
SAN DIEGO, CA
Past

July 5, 1994 - August 22, 1994

FORTA FINANCIAL GROUP, INC.

BD
CRD#: 28784
AUSTIN, TX
Past

December 7, 1992 - July 12, 1994

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

August 9, 1990 - August 4, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

May 25, 1990 - August 8, 1990

FIRST WALL STREET CORP.

BD
CRD#: 13024
LA JOLLA, CA
Past

April 21, 1989 - March 27, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

March 14, 1989 - April 27, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

August 20, 1987 - October 2, 1989

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(9/26/2018)
RR
California
(1/12/2015)
RR
Florida
(1/9/2015)
RR
New York
(10/15/2024)
RR
North Carolina
(3/19/2025)
RR
Wyoming
(5/10/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/13/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WILLOW COVE INVESTMENT GROUP, INC.
WILLOW COVE INVESTMENT GROUP, INC.

CRD#: 107824 / SEC#: , 8-53062

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
5887 T Bar Lane, Winneconne, WI 54986
Mailing Address
5887 T Bar Lane, Winneconne, WI 54986
Phone number
(858) 404-0677
Established
California since 03/18/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
L M SQUARED INVESTMENTS, LLCSHAREHOLDER
FRAGER, MICHAEL RAYMONDOWNER1230622
LOSSE, MICHAEL WILLIAMPRES/CEO/COO/CCO1907236
RACH, LYNNE MARIEVP, FINOP & RP1723996

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILLOW COVE INVESTMENT GROUP, INC.

CRD#: 107824San Diego, CA

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