Michael LynchCRD Number: 5062414
Current Firm: Lynch Financial Advisors
Michael Lynch (CRD# 5062414) is an Investment Advisor Representative working at Lynch Financial Advisors in Roseville, CA and has over 19 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Lynch Financial Advisors||Roseville, CA||Sep 2002 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management53MILLIONS
Total Number of Accounts370ACCOUNTS
Average Account Value$142,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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