Michael Luther Longino
Professional Summary
Michael Luther Longino is a registered financial advisor currently at LYNCH & ASSOCIATES located in St. Petersburg, Florida. Michael is registered as a RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(11/22/2006)
(11/30/2006)
(11/8/2006)
(12/5/2006)
(11/8/2006)
(11/8/2006)
(11/8/2006)
(11/8/2006)
(5/9/2019)
(11/18/2025)
(7/23/2007)
(11/21/2006)
(11/8/2006)
(11/22/2006)
(12/8/2006)
(5/15/2024)
(11/10/2006)
(11/22/2006)
(10/30/2024)
(12/6/2006)
(12/17/2020)
(11/27/2006)
(1/10/2007)
(5/6/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2001About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 2001About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Luther Longino's CRS (Customer Relationship Summary).
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