John Patrick Lynch
Professional Summary
John Patrick Lynch, who also goes by J Patrick Lynch, Pat Lynch, Patrick Lynch, is a registered financial advisor currently at WORTH ADVISORS located in Westminster, Colorado. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Patrick Lynch, Pat Lynch, Patrick Lynch
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
PATRICK LYNCH FINANCIAL | WORTH FINANCIAL ADVISORY GROUP, LLC | WORTH FINANCIAL ADVISORY GROUP LLC | WORTH FINANCIAL ADVISORY GROUP | WORTH ADVISORS
Contact Information
Main Address
2020 S. Tryon Street Suite 2b, Charlotte, NC 28203Phone Number
(704) 731-0121# of Employees
15SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,266AUM (Assets Under Management)
$280,745,134Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PATRICK LYNCH FINANCIAL | WORTH FINANCIAL ADVISORY GROUP, LLC | WORTH FINANCIAL ADVISORY GROUP LLC | WORTH FINANCIAL ADVISORY GROUP | WORTH ADVISORS
State Registrations and Notice Filings
(8/15/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Lynch's CRS (Customer Relationship Summary).
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