Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lynch is a financial advisor with Creative Planning. David is registered with the state of New York and has been in the industry for over 12 years. David has experience with various financial products and services, including investment management for individuals, businesses, and pooled investment vehicles. Before joining Creative Planning, David was employed by J.P. Morgan and SunTrust Advisory Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
04/12/2022 - Present
Creative Planning (OVERLAND PARK KS)
DE
09/27/2011 - 07/28/2014
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
03/07/2011 - 08/22/2011
MML INVESTORS SERVICES, LLC (NEW CASTLE DE)
BC
Issued 05/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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