Chuck Lynch Email & Phone Number
Senior Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors
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Chuck Lynch Location
- San Diego, CA, US
Chuck Lynch Work
- 2025 -now Senior Vice President - Investments, Senior Financial Advisor @
- 2018 -2025 Vice President - Investments Private Client Advisor @ JPMorgan Wealth Management
- 2017 -2018 AVP Financial Solutions Advisor @
- 2014 -2017 Investment Consultant @
- 2012 -2014 Fixed Income Sales - Retail @
- 2008 -2011 Fixed Income Trade Support Analyst @
Chuck Lynch Education
- Boston University
Master's degree (Investment Management)
2010-2012
Chuck Lynch Skills
- Series 63
- Investments
- Trading
- Fixed Income
- Asset Allocation
- Series 7
- Mutual Funds
Chuck Lynch Summary
- Chuck Lynch, based in San Diego, CA, US, is currently a Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors. Chuck Lynch brings experience from previous roles at JPMorgan Wealth Management, Merrill Lynch and Fidelity Investments. Chuck Lynch holds a 2010 - 2012 Master's degree in Investment Management @ Boston University. With a robust skill set that includes Series 63, Investments, Trading, Fixed Income, Asset Allocation and more. Chuck Lynch has 1 emails on RocketReach.
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