David Lynch Senior Partner, CERTIFIED FINANCIAL PLANNER™ professional
Certified Senior Partner at Equity Wealth Solutions
Business Philosophy:
I focus on in implementing comprehensive financial strategies for clients seeking a full-service holistic retirement planning approach.
Background:
David started his career with his current broker-dealer, now Equitable Advisors in 2007. He is responsible for servicing a wide range of clients and has focused on assisting the faculty and staff in New Jersey Higher Education.
Born and raised in New Jersey, David received his Bachelor’s Degree from Rutgers University in Economics with Degrees in Business Administration and Management. He currently lives in central New Jersey with his wife and two children.
David holds FINRA Series 7 and 66 registrations; Life, and health insurance licenses and is licensed and/or registered in serving clients throughout the country. CA Insurance License Number: 4114739.Equity Wealth Solutions Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 4114739
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.