Michael Lynam Email & Phone Number
Senior Financial Advisor and Partner and Principal Securities Registered Representative @ Capstone Financial Group LLC
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Michael Lynam Location
- Birmingham, AL, US
Michael Lynam Work
- 2020 -now Senior Financial Advisor and Partner and Principal Securities Registered Representative @
- 2012 -now Investment Advisor Representative @
- 2012 -2020 Founder @ L & R Wealth Management, LLC
- 2006 -2011 HR @
Michael Lynam Education
- University of Alabama at Birmingham
Master of Business Administration (Finance)
2011-2013 - University of Alabama at Birmingham
Bachelor of Science - Finance (Investments and Financial Institutions)
2006-2010
Michael Lynam Skills
- Long Term Care Insurance
- Estate Planning
- IRAs
- College Funding
- Defined Benefit Plans
- Term Life Insurance
- Disability Insurance
- Fixed Annuities
- Integration
- Business Valuation
- Employee Relations
- Wealth Accumulation
- Fee Based Asset Management
- Business Continuation
- Sales
- Deferred Compensation
- Asset Allocation
- Executive Benefit
- Whole Life
- College Funding Strategies
- Tax Deferred Exchanges
- Variable Annuities
- Microsoft Excel
- Business Overhead
- 401k
- Survivor Income
- Microsoft Office
- Dental Insurance
- Fee Based Asset
- Income Protection
- Financial Analysis
- Fee Based Planning
- Business Overhead Expense
- Universal Life
- Mutual Funds
- Key Person Insurance
- Executive Benefit Strategies
- Project Management
- Retirement Planning
- Variable Universal Life
- Buy Sell Agreements
Michael Lynam Summary
- Michael Lynam, based in Birmingham, AL, US, is currently a Senior Financial Advisor and Partner and Principal Securities Registered Representative at Capstone Financial Group LLC. Michael Lynam brings experience from previous roles at Principal, L & R Wealth Management, LLC and SPM, LLC. Michael Lynam holds a 2011 - 2013 Master of Business Administration in Finance @ University of Alabama at Birmingham. With a robust skill set that includes Long Term Care Insurance, Estate Planning, IRAs, College Funding, Defined Benefit Plans and more. Michael Lynam has 2 emails and 1 mobile phone numbers on RocketReach.
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