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Michael Lynch

Lynch Financial Advisors

1700 Eureka Road, Suite 155

Roseville, CA 95661
(916) 7723103

Financial Planning, Wealth Management & Business Consulting

About Lynch Financial Advisors

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.

General Information

Firm Start Year

2000

No.of Employees

2-4

CRD#

5062414

Firm CRD#

137094

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

California

Years of Experience in Financial Services

19

Number of Years with Current Firm

18

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, Via phone, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

IARD Registered Investment Advisor

Securities Licenses

Series 65

Financial Organization Memberships

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

Non-Financial Organization Memberships

Roseville Chamber of Commerce

Firm Information

Firm's Number of Clients

90

Firm's Number of Planning Clients

90

Firm's Number of Managed Clients

90

Assets Managed by Firm

$50000000

Assets Managed by Advisor

$50000000

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts

$0

Compensation Methods

Flat Fee

Disclosures

https://lynchfinancialadvisors.com/disclosure/

Disclaimer

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