Unclaimed Profile

Wayne Clinton Ramsey

LYNCH & ASSOCIATES INC·NEWBURGH, Indiana

Series 7, Series 24, Series 63, Series 65Clean record25 years registeredLYNCH & ASSOCIATES INC

10644 NEWBURGH RD, NEWBURGH, IN 47630-8845CRD# 1169972Firm CRD# 108326

Profile Verification

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

Identity

Wayne Clinton Ramsey · NEWBURGH, IN

Registration

CRD #1169972 · LYNCH & ASSOCIATES INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYNCH & ASSOCIATES INC

LYNCH & ASSOCIATES

Dec 2000 – Mar 2018

NEWBURGH, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 7, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYNCH & ASSOCIATES INC

CRD 108326 · SEC 801-47981

AUM

$656M

Regulatory assets under management

Employees

1,779 client accounts

Services offered by LYNCH & ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LYNCH & ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Wayne Clinton Ramsey offer?

Wayne Clinton Ramsey specializes in Investment Management, Wealth Management.

What are Wayne Clinton Ramsey's credentials?

Wayne Clinton Ramsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne Clinton Ramsey located?

Wayne Clinton Ramsey is based in NEWBURGH, Indiana, last registered with LYNCH & ASSOCIATES INC.

How does Wayne Clinton Ramsey charge for services?

Wayne Clinton Ramsey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYNCH & ASSOCIATES INC?

LYNCH & ASSOCIATES INC has approximately 7 employees and manages $656M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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