Chuck Lynch Email & Phone Number

Senior Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors

5 free lookup(s).

Chuck Lynch Location

San Diego, CA, US

Chuck Lynch Work

2025 - now Senior Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors
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2018 - 2025 Vice President - Investments Private Client Advisor @ JPMorgan Wealth Management
2017 - 2018 AVP Financial Solutions Advisor @ Merrill Lynch
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2014 - 2017 Investment Consultant @ Fidelity Investments
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2012 - 2014 Fixed Income Sales - Retail @ Fidelity Investments
2008 - 2011 Fixed Income Trade Support Analyst @ Fidelity Investments
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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Chuck Lynch Emails

Found 2 emails

Chuck Lynch Phone Numbers

Found 5 phone numbers

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