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AM

Allan T. Mclean

LYNCH & ASSOCIATES
Boston, MA 02116
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CRD#: 329338
AM

Professional summary


Allan Thomas Mclean is a registered financial professional currently at LYNCH & ASSOCIATES located in Boston, Massachusetts.

Allan is registered as a RR (Registered Representative) and started their career in finance in 1970. Allan has worked at 8 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Allan Thomas Mclean'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

December 11, 2006 - Present

LYNCH & ASSOCIATES

Office #1: 535 Boylston St Suite T2, Boston, MA 02116Office #2: 535 Boylston St. Floor T2, Boston, MA 02116
RIA
BD
CRD#: 140762
Boston, MA
Past

September 7, 2000 - December 7, 2006

TBG FINANCIAL

BD
CRD#: 26984
LOS ANGELES, CA
Past

January 5, 1998 - August 3, 2000

WESTPORT FINANCIAL SERVICES, L.L.C.

BD
CRD#: 38449
JACKSONVILLE, FL
Past

May 1, 1997 - January 2, 1998

AON SECURITIES LLC

BD
CRD#: 4138
CHICAGO, IL
Past

October 16, 1986 - May 1, 1997

ALEXANDER & ALEXANDER SECURITIES CORP.

BD
CRD#: 7907
HOUSTON, TX
Past

August 13, 1980 - October 23, 1986

BOSTON BAY CAPITAL, INC.

BD
CRD#: 7737
Past

September 26, 1972 - December 19, 1992

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
WORCESTER, MA
Past

October 8, 1970 - June 5, 1990

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184

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
Massachusetts
(12/11/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/6/1970
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


L&
LYNCH & ASSOCIATES
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC

CRD#: 140762 / SEC#: , 8-67335

Massachusetts
Registered Investment Advisory firm - SEC (10/27/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
535 Boylston St. Floor T2, Boston, MA 02116
Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116
Phone number
(617) 247-7000
Established
Delaware since 02/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
12

FINRA licenses (24 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WJL ASSOCIATES, INC.OWNER
LONGINO, MICHAEL LUTHERPRESIDENT4327203
LYNCH, WILLIAM JOSEPH IIICEO1060714
STULB, CHRISTOPHER CHARLESCCO/CFO/FINOP1676882

Red Flags


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

Company Information


LYNCH & ASSOCIATES

CRD#: 140762Boston, MA 02116

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