Unclaimed Profile

Sarah Cook Lynch

PROWELL FINANCIAL MANAGEMENT, LLC·EXTON, Pennsylvania

Clean recordPROWELL FINANCIAL MANAGEMENT, LLC

717 CONSTITUTION DRIVE, EXTON, PA 19341CRD# 7768882Firm CRD# 281762

Profile Verification

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

Identity

Sarah Cook Lynch · EXTON, PA

Registration

CRD #7768882 · PROWELL FINANCIAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah Cook Lynch is a registered financial advisor based in EXTON, Pennsylvania, affiliated with PROWELL FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Sarah

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

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

Firm Overview

Firm

PROWELL FINANCIAL MANAGEMENT, LLC

AUM

$8.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROWELL FINANCIAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7768882

Firm CRD# 281762

View on FINRA BrokerCheck →

Looking for a financial advisor in EXTON?

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

Browse EXTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sarah Cook Lynch offer?

Sarah Cook Lynch specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Sarah Cook Lynch's credentials?

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

Where is Sarah Cook Lynch located?

Sarah Cook Lynch is based in EXTON, Pennsylvania, working with PROWELL FINANCIAL MANAGEMENT, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Sarah Cook Lynch charge for services?

Sarah Cook 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 PROWELL FINANCIAL MANAGEMENT, LLC?

PROWELL FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $8.3B 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 →