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George Lynch

28 Years of Experience
Broker

George Lynch is a registered investment advisor at Russell Investments, based in Charlotte, NC, with 28 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
October 2007 - Present · 18 yrs 6 mos
Russell Investments Financial Services, LLC
September 2006 - Present · 19 yrs 7 mos
Russell Investments Financial Services, LLCBroker
September 2006 - Present · 19 yrs 7 mos
Previous Registrations
Credit Suisse Asset Management Securities, INC.Broker
January 2001 - September 2006 · 5 yrs 8 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 1997 - January 2001 · 3 yrs 8 mos
State Registrations3 states
NCSCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.