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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

BECKY SUE LYNCH

Advisor at CALTON & ASSOCIATES, INC.

Hagerstown, MD | TAMPA, FL

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Search this name across graphsid dfx:ria:bdb961c8-ec3b-9387-9ca3-9efb0ebe517e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 19, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CALTON & ASSOCIATES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 22, 1988
First registration: Oct 19, 2001
Dual registered: yes, broker-dealer
Other names: BECKY LYNCH BENFER
IAPD individual key: 1899295

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CALTON & ASSOCIATES, INC.	Independent wealth	Aug 30, 2018	n/a	yes	Hagerstown, MD\|TAMPA, FL\|TAMPA, FL	Current employment
CL WEALTH MANAGEMENT LLC	Independent wealth	Aug 21, 2017	Aug 29, 2018	no	HAGERSTOWN, MD\|SCHAUMBURG, IL	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Aug 24, 2015	Jun 13, 2017	no	HAGERSTOWN, MD\|OKLAHOMA CITY, OK	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Jun 15, 2015	no	SAINT PETERSBURG, FL\|HAGERSTOWN, MD	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 5, 2008	Jan 2, 2009	no	HAGERSTOWN, MD\|LANCASTER, PA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	May 31, 2006	Jun 5, 2008	no	OXFORD, PA\|HAGERSTOWN, MD\|HAGERSTOWN, MD\|FREDERICK, MD	Previous registration
IFMG SECURITIES, INC.	n/a	May 29, 2003	Mar 2, 2006	no	WESTMINSTER, MD	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 19, 2001	Feb 10, 2003	no	WESTMINSTER, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CL WEALTH MANAGEMENT LLC	CALTON & ASSOCIATES, INC.	Aug 29, 2018	Aug 30, 2018	1	Firm change	Ibd to RIA
WILBANKS SECURITIES ADVISORY	CL WEALTH MANAGEMENT LLC	Jun 13, 2017	Aug 21, 2017	69	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WILBANKS SECURITIES ADVISORY	Jun 15, 2015	Aug 24, 2015	70	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
CETERA INVESTMENT SERVICES LLC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Jun 5, 2008	Jun 5, 2008	0	Firm change	Other
IFMG SECURITIES, INC.	CETERA INVESTMENT SERVICES LLC	Mar 2, 2006	May 31, 2006	90	Firm change	Other
INVEST FINANCIAL CORPORATION	IFMG SECURITIES, INC.	Feb 10, 2003	May 29, 2003	108	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118304:134922:OK:2017-06-13	Jun 13, 2017	Aug 21, 2017	OKLAHOMA CITY, OK	Firm change

Relationships

Registered with (8)

→ CALTON & ASSOCIATES, INC.Registered adviserregistration: current employment
Aug 30, 2018 to presentfactForm ADV
→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 21, 2017 to Aug 29, 2018factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Aug 24, 2015 to Jun 13, 2017factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Jun 15, 2015factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 5, 2008 to Jan 2, 2009factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
May 31, 2006 to Jun 5, 2008factForm ADV
→ IFMG SECURITIES, INC.Registered adviserregistration: previous registration
May 29, 2003 to Mar 2, 2006factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 19, 2001 to Feb 10, 2003factForm ADV

Dated events

No dated event names this entity yet.