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David Francis Lynch

David F. Lynch

LYNCH INVESTMENT PLANNING | Financial Advisor
NEWTOWN SQUARE, PA 19073
Some features on this profile are disabled
CRD#: 6650330
David Francis Lynch

Professional summary

David Francis Lynch, CFP®, who also goes by David Lynch, is a registered financial advisor currently at LYNCH INVESTMENT PLANNING, LLC located in Newtown Square, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 3 firms and has passed the Series 65 exam.

Biography

Dave is passionate about comprehensive financial planning and hopes to be his client's first call for anything "financial." He understands an advisor should be a trusted partner, not someone who hardly knows your situation. Dave is always looking to add more layers of expertise and has found particular interest in the areas of Education Planning and Tax Planning. Dave is a board member and treasurer for Family Promise of Delaware County. He currently lives in Springfield, PA and enjoys running, golfing, and passionately watching his Philadelphia sports teams!

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

David Lynch

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 David Francis 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: 2021

Experience

Current

April 2, 2024 - Present

LYNCH INVESTMENT PLANNING, LLC

Office #1: 2 Campus Boulevard Suite 106, Newtown Square, PA 19073
RIA
CRD#: 115956
NEWTOWN SQUARE, PA
Past

September 27, 2021 - March 28, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
Malvern, PA
Past

March 3, 2021 - July 8, 2021

HOOVER FINANCIAL ADVISORS, INC.

RIA
CRD#: 133979
MALVERN, PA

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
New Jersey
(4/9/2024)
IAR
Pennsylvania
(4/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2021
Uniform Investment Adviser Law Examination

Current Firm

LI
LYNCH INVESTMENT PLANNING, LLC
JAMES F. LYNCH DBA LYNCH INVESTMENT PLANNING | LYNCH INVESTMENT PLANNING, LLC | LYNCH INVESTMENT PLANNING | JAMES FRANCIS LYNCH

CRD#: 115956 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/28/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (12/3/2001 Approved)
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Contact information

Main Address
2 Campus Boulevard Suite 106, Newtown Square, PA 19073
Mailing Address
Phone number
(484) 472-8956
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts410
AUM (Assets Under Management)$ 143,250,844

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.

Company Information

LYNCH INVESTMENT PLANNING, LLC

Financial AdvisorCRD#: 115956Newtown Square, PA 19073

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