MichaelLynch- Financial Advisor Roseville, CA

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About Michael Lynch

Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) Wealth and Tax Advisory firm. If your looking for advisors that look at your full financial picture in order to construct the best road to financial independence, we should talk.

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General Information

Firm Start Year

2000

No. of Employees

CRD#

5062414

Firm CRD#

137094

Name of Custodial Firm

Charles Schwab

States Licensed in

California

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Financial Organization Memberships

The Alliance of Cambridge Advisors, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Non-Financial Organization Memberships

Roseville Chamber of Commerce

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$50000000

Assets Managed by Advisor

$50000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://lynchfinancialadvisors.com/disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1817894/paladinregistry-Lynch-Financial-Advisors-detailed-disclosure.html

Disclaimer

https://lynchfinancialadvisors.com/form-adv/

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Paladin Research Report For:

Michael Lynch

Lynch Financial Advisors