Heather Melissa Lynch is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with BEACON FINANCIAL PLANNING, INC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON FINANCIAL PLANNING, INC | 2022-09-13 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2018-06-11 | 2022-03-02 | — |
| SVB WEALTH | 2016-10-31 | 2017-06-22 | — |