Richard Lynch (CRD# 1094806) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Queen Creek, AZ and has over 31 years of experience in the finance industry.
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
CRD# 4060469
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Queen Creek, AZ | Apr 2016 - Current | 8 |
| Nfp Securities | Danville, CA | Sep 2014 - Current | 9 |
| Kestra Investment Services, LLC | Queen Creek, AZ | Sep 2014 - Current | 9 |
| Pacific Coastal Pension Services | Morgan Hill, CA | Feb 2011 - Current | 13 |
| Financial Telesis | Dabville, CA | Feb 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- AZ
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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