Charles Lynam is a registered investment advisor, based in Broomall, PA, with 19 years of industry experience.
Location
Broomall, PA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Charles engages in business-to-business marketing and solicitation activities for Touchstone Securities, focusing on Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week.
Employment History
Current Registrations
Touchstone Advisors INC
February 2018 - Present · 8 yrs 2 mos
Touchstone Securities, LLC
February 2018 - Present · 8 yrs 2 mos
Touchstone Securities, LLCBroker
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Stadion Money Management, LLC
August 2016 - February 2018 · 1 yr 6 mos
Alps Distributors, INC.Broker
September 2015 - February 2018 · 2 yrs 5 mos
Hartford Funds Distributors, LLCBroker
December 2012 - September 2015 · 2 yrs 9 mos
Hartford Life Distributors, LLCBroker
December 2006 - December 2012 · 6 yrs
State Registrations10 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.