SHANNON LYNCH is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2024-06-10 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2023-04-03 | 2024-01-31 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2014-05-08 | 2023-04-03 | — |
| UBS FINANCIAL SERVICES INC. | 2013-01-08 | 2014-03-31 | — |
| UBS FINANCIAL SERVICES INC. | 2011-10-25 | 2012-12-18 | — |