Featured Business Financial Advisor in Roseville, CA
Roseville Financial Advisors
Lynch Financial Advisors
1700 Eureka Road, Suite 155
Roseville, CA 95661
Phone Number
“Financial Planning, Wealth Management & Business Consulting”
Advisor Profile
Michael Lynch
Name:  Michael Lynch
Website:  Visit Website
Disclosure Link:
https://lynchfinancialadviso...
Disclaimer
https://lynchfinancialadvisors.com/form-adv/

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

States Willing to do Business in:    Auburn,Carmichael,Citrus Heights,El Dorado,El Dorado Hills,Fair Oaks,Folsom,Lincoln,Loomis,Newcastle,Orangevale,Penryn,Rocklin,Roseville,Sacramento,West Sacramento,
I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    18
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    California
Firm CRD#:    137094
CRD#:    5062414
Gender:    Male
Years of Experience in Financial Services:    19
 

Education

Academic Background
 
MBA, Global Management University of Phoenix BS, Business Administation (Finance) California State University, Chico
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Roseville Chamber of Commerce
Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), The Alliance of Cambridge Advisors
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    IARD Registered Investment Advisor
 

Firm Information

Firm's Number of Managed Clients:    90
Firm's Number of Planning Clients:    90
Firm's Number of Clients:    90
Assets Managed by Advisor:    $50000000
Assets Managed by Firm:    $50000000
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Flat Fee