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!

Firm Start Year

No.of Employees

CRD#

Firm CRD#

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Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Foreign Languages Serviced

Investment Types

I can meet clients in the following ways

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Securities Licenses

Insurance and Annuity Licenses

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

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Fee % Based on Assets

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

N/a - Juris Doctor

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