Unclaimed Profile

James Richard Lynch

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey

Clean recordOLIVER LUXXE ASSETS LLC

17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 1533141Firm CRD# 169588

Profile Verification

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

Identity

James Richard Lynch · GLADSTONE, NJ

Registration

CRD #1533141 · OLIVER LUXXE ASSETS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Richard Lynch is a registered financial advisor based in GLADSTONE, New Jersey, affiliated with OLIVER LUXXE ASSETS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OLIVER LUXXE ASSETS LLC

AUM

$694M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OLIVER LUXXE ASSETS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1533141

Firm CRD# 169588

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Richard Lynch offer?

James Richard Lynch specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLADSTONE, New Jersey for a consultation.

What are James Richard Lynch's credentials?

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

Where is James Richard Lynch located?

James Richard Lynch is based in GLADSTONE, New Jersey, working with OLIVER LUXXE ASSETS LLC. Their office serves clients in the GLADSTONE metropolitan area and surrounding communities.

How does James Richard Lynch charge for services?

James Richard Lynch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLIVER LUXXE ASSETS LLC?

OLIVER LUXXE ASSETS LLC has approximately 9 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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