Richard Lynch, financial advisor Danville CA
93 score

Richard Lynch

CRD Number: 1094806
Current Firm: Nfp Advisor Services, LLC

Richard Lynch (CRD# 1094806) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Danville, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Securities Danville, CA Sep 2014 - Current 2
Pacific Coastal Pension Services Morgan Hill, CA Feb 2011 - Current 5
Financial Telesis Dabville, CA Feb 2011 - Sep 2014 3
Guardian Investor Services LLC Danville, CA Dec 2008 - Feb 2011 2
Mml Investors Services, Inc. Springfield, MA Sep 2007 - Nov 2008 1
Massmutual Financial Group Springfield, MA Jul 2007 - Nov 2008 1
Lincoln Financial Distributors, Inc. Philadelphia, PA Sep 2006 - Jun 2007 < 1
John Hancock Distributors LLC Toronto, Ontario, Jan 2002 - Sep 2006 4
John Hancock Walnut Creek, CA Nov 1993 - Sep 2006 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
Contact Info for Richard C. Lynch
Phone Number: 512-697-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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