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Patrick Lynch

Patrick Lynch Financial

1870 W. 122nd Ave
Suite 400

Westminster, CO 80234
(303) 2189957

Relationships, not transactions.

About Patrick Lynch Financial

At Patrick Lynch Financial, LLC we believe business is about relationships, not just transactions. A core principle guides us in each and every client relationship: Always do what's right for the client, do so with integrity and honesty, and help as many people as we can!

General Information

Firm Start Year

2010

No.of Employees

2-4

CRD#

2444435

Firm CRD#

2444435

Insurance License#

27741

Name of Custodial Firm

Wealth Watch Advisors

States Licensed in

CO

Years of Experience in Financial Services

30

Number of Years with Current Firm

10

I work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

N/A

Services

Investment Types

Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, Via phone, Video Conference

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Annuity, Life, Health, Annuity, Accident, Disability, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

350

Firm's Number of Planning Clients

200

Firm's Number of Managed Clients

150

Assets Managed by Firm

25,000,000

Advisor's Number of Clients

350

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

150

Assets Managed by Advisor

25,000,000

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Flat Fee

Fee % Based on Assets

1.85

Additional Details on Charges

none

Minimum Fee Charged for Managed Accounts

$3500.00

Education

N/a - Juris Doctor

Fort Lewis College
08/1979 - 05/1983

Disclosures

Confidentiality Notice: This electronic mail message contains information that is intended only for use by the above named recipient(s). If you are not the above named recipient(s) and you have received this e-mail in error, you should not review the text of this message or otherwise disseminate, distribute or copy this e-mail. Please immediately notify us of the error via a reply to this e-mail and then permanently delete this message from your system. Compliance Notice: John Patrick Lynch is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered adviser. Mr. Lynch is also an insurance agent and provides annuity and insurance products through insurance agencies. John Patrick Lynch does business in Colorado and California. We do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.

Disclaimer

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Patrick Lynch Financial. Wealth Watch Advisors, LLC and Patrick Lynch Financial are not affiliated. The companies, and their employees, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email. This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete.