David F. Lynch

LYNCH INVESTMENT PLANNING | Financial Advisor

NEWTOWN SQUARE, PA 19073

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CRD#: 6650330

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?

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)

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

State Security Law Exam

IAR

Series 65

Date: 3/3/2021

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 102,609,166

Red Flags

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Contact information

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David F. Lynch

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Francis Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNCH INVESTMENT PLANNING, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

HOOVER FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2021

Current Firm

LYNCH INVESTMENT PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LYNCH INVESTMENT PLANNING, LLC

TRUST BUT VERIFY

Contact information

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