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Neil P Lynch

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-28
FL RA APPROVED 2021-08-17
  • TX RA
    APPROVED
    Since 2023-07-28
  • FL RA
    APPROVED
    Since 2021-08-17

Branch Locations

3109 W Martin L King Jr Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Puritan Financial Group Plano TX 05/2014 Present
Puritan Investment Advisors Plano TX 01/2016 Present
Fisher Investments Tampa FL 10/2017 Present
  • 05/2014 → Present
    Puritan Financial Group
    Plano, TX
  • 01/2016 → Present
    Puritan Investment Advisors
    Plano, TX
  • 10/2017 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Other Businesses

Puritan Financial Group- Insurance Agent- Plano, TX, District Manager, 95% of time devoted to this position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-18
  • S65 Uniform Investment Adviser Law Examination
    2016-01-18
Other Names
  • Neil Lynch

View on SEC IAPD

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