Michael Lynch
Lynch Financial Advisors
1700 Eureka Road, Suite 155
Roseville, CA 92805
9167723103
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.
See Disclosures
General Information
Firm Start Year
2000
No. of Employees
2-4
CRD#
5062414
Firm CRD#
137094
Name of Custodial Firm
Charles Schwab
States Licensed in
California
Years of Experience in Financial Services
19
Number of Years with Current Firm
18
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Tax Advice and Services
Compliance
Registered Investment Advisor
Yes
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
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
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$0
Compensation Methods
Flat Fee
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
https://lynchfinancialadvisors.com/disclosure/
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1817894/rothira-Lynch-Financial-Advisors-detailed-disclosure.html
Disclaimer
https://lynchfinancialadvisors.com/form-adv/