LL

Lucinda L. Lynch

LYNCH RETIREMENT ADVISORS, LLC.
Canal Winchester, OH 43110
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CRD#: 2654898
LL

Professional summary


Lucinda Lisa Lynch, who also goes by Lucinda Lisa Dickerson, Cindi Lynch, Lucinda Lisa Sweat, Lucinda Sweat, is a registered financial advisor currently at LYNCH RETIREMENT ADVISORS, LLC. located in Canal Winchester, Ohio.

Lucinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lucinda has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lucinda Lisa Dickerson | Cindi Lynch | Lucinda Lisa Sweat | Lucinda Sweat

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.

CRS (Client Relationship Summary) - RIA


Click below to view Lucinda Lisa Lynch's 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

August 7, 2013 - Present

LYNCH RETIREMENT ADVISORS, LLC.

Office #1: 27 East Columbus Street, Canal Winchester, OH 43110
RIA
CRD#: 167796
Canal Winchester, OH
Past

September 28, 2011 - October 10, 2012

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 6, 2009 - October 10, 2012

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN
Past

September 16, 1997 - June 19, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 1, 1996 - September 13, 2011

OSAIC FA, INC.

BD
CRD#: 3978
CANAL WINCHESTER, OH
Past

November 9, 1995 - October 1, 1996

UNUM SALES CORPORATION

BD
CRD#: 5406
PORTLAND, ME

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(8/7/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LR
LYNCH RETIREMENT ADVISORS, LLC.
LYNCH RETIREMENT ADVISORS, LLC.

CRD#: 167796 / SEC#:

Ohio
Registered Investment Advisory firm - (7/1/2013 Approved)
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Contact information


Main Address
27 East Columbus Street, Canal Winchester, OH 43110
Mailing Address
Phone number
(614) 578-5066
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts84
AUM (Assets Under Management)$ 19,840,154

Red Flags


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Company Information


LYNCH RETIREMENT ADVISORS, LLC.

CRD#: 167796Canal Winchester, OH 43110

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