George P. Lynch
Professional summary
George Philip Lynch III, AIF®, CPWA®, who also goes by George P Lynch III, Phil Lynch, is a registered financial advisor currently at RUSSELL INVESTMENTS located in Charlotte, North Carolina and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Wayzata, Minnesota.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. George has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Philip Lynch III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016-09-28
Expire date: 2024-08-31
Experience
October 30, 2007 - Present
RUSSELL INVESTMENTS
September 12, 2006 - Present
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
January 1, 2001 - September 18, 2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC
May 14, 1997 - January 1, 2001
PERSHING LLC
Primary Firm SEC Registration
RUSSELL INVESTMENTS
CRD#: 105734 / SEC#: 801-17141
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/12/2006)
(10/30/2007)
(9/12/2006)
(9/12/2006)
(10/30/2007)
Exams
FINRA
Current Firm
RUSSELL INVESTMENTS
CRD#: 105734 / SEC#: 801-17141
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 69,312 |
| AUM (Assets Under Management) | $ 62,376,876,918 |
Red Flags
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