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

Firm CRD#:    137094
CRD#:    5062414
States Licensed in:    California
Name of Custodial Firm:    TD Ameritrade Institutional
Number of Years with Current Firm:    18
Years of Experience in Financial Services:    19
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,
I work with the following types of clients:    Businesses, Individual Investors
Gender:    Male
 

Education

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

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Compensation Methods:    Flat Fee
Minimum Portfolio Size for New Managed Accounts:    $0
Fee Structure:    Fee Only
 
 
 
 
 
Yellow Pages - RothIra.org 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved