Unclaimed Profile

John Kevin Lynch

WORLD ASSET MANAGEMENT, INC.·DETROIT, Michigan

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredWORLD ASSET MANAGEMENT, INC.

411 WEST LAFAYETTE BLVD., DETROIT, MI 48226CRD# 1579665Firm CRD# 142108

Profile Verification

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

Identity

John Kevin Lynch · DETROIT, MI

Registration

CRD #1579665 · WORLD ASSET MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD ASSET MANAGEMENT, INC.

GLOBAL INVESTMENT ADVISORY

Jun 2025 – Jun 2026

Charlotte, NC

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 2023 – Mar 2024

Dallas, TX

COMERICA SECURITIES

Nov 2021 – Nov 2023

CHARLOTTE, NC

WORLD ASSET MANAGEMENT, INC.

Apr 2021 – Dec 2021

Dallas, TX

COMERICA SECURITIES

Jun 2020 – Apr 2021

CHARLOTTE, NC

LPL FINANCIAL LLC

Aug 2017 – Mar 2020

FORT MILL, SC

WACHOVIA SECURITIES, LLC

Jun 2002 – Jun 2005

CHARLOTTE, NC

WACHOVIA SECURITIES, INC.

Jan 2002 – Jun 2002

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · January 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD ASSET MANAGEMENT, INC.

CRD 142108 · SEC 801-67327

AUM

$12.4B

Regulatory assets under management

Employees

100 client accounts

Services offered by WORLD ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WORLD ASSET MANAGEMENT, INC. →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DETROIT?

Browse all registered financial advisors in DETROIT, Michigan or claim this profile if it's yours.

Browse DETROIT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Kevin Lynch offer?

John Kevin Lynch specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are John Kevin Lynch's credentials?

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

Where is John Kevin Lynch located?

John Kevin Lynch is based in DETROIT, Michigan, last registered with WORLD ASSET MANAGEMENT, INC..

How does John Kevin Lynch charge for services?

John Kevin Lynch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD ASSET MANAGEMENT, INC.?

WORLD ASSET MANAGEMENT, INC. has approximately 13 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →