Featured Business Financial Advisor in Roseville, CA
Roseville Financial Advisors
Lynch Financial Advisors
1700 Eureka Road, Suite 155
Roseville, CA 95661
Phone Number
“Financial Planning, Wealth Management & Business Consulting”
Advisor Profile
Michael Lynch
Name:  Michael Lynch
Website:  Visit Website
Disclosure Link:
https://lynchfinancialadviso...
Disclaimer
https://lynchfinancialadvisors.com/form-adv/

About Lynch Financial Advisors

Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) Wealth and Tax Advisory firm. If your looking for advisors that look at your full financial picture in order to construct the best road to financial independence, we should talk.
 

General Information

Gender:    Male
CRD#:    5062414
Firm CRD#:    137094
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    California
States Willing to do Business in:    Auburn,Carmichael,Citrus Heights,El Dorado,El Dorado Hills,Fair Oaks,Folsom,Lincoln,Loomis,Newcastle,Orangevale,Penryn,Rocklin,Roseville,Sacramento,West Sacramento,
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    18
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
MBA, Global Management University of Phoenix BS, Business Administation (Finance) California State University, Chico
 

Services

Investment Types:    Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At my office, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    IARD Registered Investment Advisor
Securities Licenses:    Series 65
Financial Organization Memberships:    The Alliance of Cambridge Advisors, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Roseville Chamber of Commerce
 

Firm Information

Firm's Number of Clients:    90
Firm's Number of Planning Clients:    90
Firm's Number of Managed Clients:    90
Assets Managed by Firm:    $50000000
Assets Managed by Advisor:    $50000000
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Flat Fee
 
 
 
Prepared By: Michael Lynch
 
 
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