Unclaimed Profile

Sarah Cook Lynch

PROWELL FINANCIAL MANAGEMENT, LLC·EXTON, Pennsylvania

Series 65Clean record2 years registeredPROWELL 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 · 2 years registered

Brand Profile

Not yet started

Career History

PROWELL FINANCIAL MANAGEMENT, LLC

Mar 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 6, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROWELL FINANCIAL MANAGEMENT, LLC

CRD 281762 · SEC 801-108292

AUM

$8.3B

Regulatory assets under management

Employees

325 client accounts

Services offered by PROWELL FINANCIAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROWELL FINANCIAL MANAGEMENT, LLC →

Introduction

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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.

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