Peter A. Lynch
Professional summary
Peter Alan Lynch, who also goes by Peter Alan Bjerkaas, is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Peter has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Alan Lynch's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2021 - Present
HENSSLER FINANCIAL
Office #1: 3735 Cherokee Street, Kennesaw, GA 30144July 28, 2016 - May 24, 2019
ALPS DISTRIBUTORS, INC.
December 9, 2015 - May 27, 2016
STRATEGIC ADVISERS LLC
October 16, 2015 - May 25, 2016
FIDELITY BROKERAGE SERVICES LLC
June 24, 2003 - August 17, 2015
CHARLES SCHWAB & CO., INC.
March 10, 2003 - August 17, 2015
CHARLES SCHWAB & CO., INC.
April 15, 1991 - August 1, 1994
CHARLES SCHWAB & CO., INC.
October 8, 1990 - February 4, 1991
PACIFIC SOUTHERN SECURITIES, INC.
Primary Firm SEC Registration
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2021)
Exams
Current Firm
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,230 |
| AUM (Assets Under Management) | $ 3,403,216,968 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 08/29/2024 | ||
| 07/31/2023 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
