Douglas M. Lynch

LYNCH FINANCIAL GROUP

Dublin, OH 43017

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CRD#: 4670420

Professional summary

Douglas M. Lynch, CFP® is a registered financial advisor currently at LYNCH FINANCIAL GROUP located in Dublin, Ohio.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Douglas has worked at 1 firm .

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Income Management

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas M. Lynch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

April 10, 2012 - Present

LYNCH FINANCIAL GROUP

Office #1: 5880 Sawmill Rd Suite 204, Dublin, OH 43017

RIA

CRD#: 105821

Dublin, OH

Past

December 23, 1999 - December 31, 2007

LYNCH FINANCIAL GROUP

RIA

CRD#: 105821

DUBLIN, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/10/2012)

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

Current Firm

LYNCH FINANCIAL GROUP

LYNCH FINANCIAL GROUP | LYNCH FINANCIAL GROUP LLC

CRD#: 105821 / SEC#: 801-36789

RIA

Registered Investment Advisory firm - (6/15/2012 Terminated)

Ohio

Registered Investment Advisory firm - (4/13/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5880 Sawmill Rd Suite 204, Dublin, OH 43017

Mailing Address

Phone number

(614) 791-8884

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 97,910,013

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.

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Douglas M. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas M. Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNCH FINANCIAL GROUP

LYNCH FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Current Firm

LYNCH FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LYNCH FINANCIAL GROUP

TRUST BUT VERIFY

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