Lynch Financial Advisors

Lynch Financial Advisors (CRD# 137094) is a financial advisory firm headquartered in Roseville, CA. They manage $32,355,065 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $394,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lynch Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Lynch
CRD#: 5062414
1700 Eureka Rd. Suite 155, Roseville, CA 95661
93
Wealthminder
score

Michael Lynch (CRD# 5062414) is an Investment Advisor Representative working at Lynch Financial Advisors in Roseville, CA and has over 15 years of experience in the finance industry.

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