Best Investors Account Sign in
Inactive

Heather Melissa Lynch

Beacon Financial Planning, Inc

Hyannis, MA

CRD 5880833

Claim This Profile
Employer firm

Beacon Financial Planning, Inc CRD 175372

$397M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-09-13
  • MA RA
    APPROVED
    Since 2022-09-13

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Private Wealth Llc Boston MA 09/2015 07/2017
Ubs Financial Services Boston MA 12/2017 02/2022
Beacon Financial Planning, Inc Hyannis MA 08/2022 Present
Unemployed Boston MA 07/2017 12/2017
Unemployed Boston MA 02/2022 08/2022
  • 09/2015 → 07/2017
    Boston Private Wealth Llc
    Boston, MA
  • 12/2017 → 02/2022
    Ubs Financial Services
    Boston, MA
  • 08/2022 → Present
    Beacon Financial Planning, Inc
    Hyannis, MA
  • 07/2017 → 12/2017
    Unemployed
    Boston, MA
  • 02/2022 → 08/2022
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-28
  • S66 Uniform Combined State Law Examination
    2016-10-28

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
TGA CAPITAL MANAGEMENT
UBS FINANCIAL SERVICES INC.

Nearby Investors

Marco Farina
KELLI MARIE GREW
Kathleen Erin Kane

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA

More in Hyannis, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor