Unclaimed Profile

Allison Marie Lynch

PRIMESTOR INVESTMENT MANAGEMENT, LLC·CULVER CITY, California

Clean recordPRIMESTOR INVESTMENT MANAGEMENT, LLC

9950 JEFFERSON BLVD, BLDG 2, CULVER CITY, CA 90232CRD# 7895512Firm CRD# 322066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Marie Lynch · CULVER CITY, CA

Registration

CRD #7895512 · PRIMESTOR INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allison Marie Lynch is a registered financial advisor based in CULVER CITY, California, affiliated with PRIMESTOR INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PRIMESTOR INVESTMENT MANAGEMENT, LLC

AUM

$142M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRIMESTOR INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7895512

Firm CRD# 322066

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allison Marie Lynch offer?

Allison Marie Lynch specializes in Retirement Planning. Contact their office in CULVER CITY, California for a consultation.

What are Allison Marie Lynch's credentials?

Allison Marie Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Marie Lynch located?

Allison Marie Lynch is based in CULVER CITY, California, working with PRIMESTOR INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CULVER CITY metropolitan area and surrounding communities.

How does Allison Marie Lynch charge for services?

Allison Marie Lynch's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIMESTOR INVESTMENT MANAGEMENT, LLC?

PRIMESTOR INVESTMENT MANAGEMENT, LLC has approximately 48 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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