Lynch Financial Group

Lynch Financial Group (CRD# 105821) is a financial advisory firm headquartered in Dublin, OH. They manage $62,265,075 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $375,091
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
  • 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.

OH

Financial Advisors at Lynch Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Douglas M. Lynch
CRD#: 4670420
5880 Sawmill Rd, Suite 204, Dublin, OH 43017
90
Wealthminder
score

Douglas Lynch (CRD# 4670420) is an Investment Advisor Representative working at Lynch Financial Group in Dublin, OH and has 1 year of experience in the finance industry.

2
John C. Lynch
CRD#: 4675547
5880 Sawmill Rd, Suite 204, Dublin, OH 43017
90
Wealthminder
score

John Lynch (CRD# 4675547) is an Investment Advisor Representative working at Lynch Financial Group in Dublin, OH and has 1 year of experience in the finance industry. John Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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