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Eric Kendrick Lynch

Scharf Investments, LLC

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About Eric Kendrick Lynch

Eric Kendrick Lynch is a Registered Investment Advisor Representative with Scharf Investments, LLC, a firm headquartered in Los Gatos, California. Eric has worked in the securities industry since 2003. Eric has passed the Series 66 and Series 7 exams. Eric's prior registration was with David M. Polen Securities, Inc. in Boca Raton, Florida. Eric specializes in providing financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for businesses. Scharf Investments, LLC manages over $4.5 Billion in assets for their clients.

Firm Information

Eric Lynch is currently registered with Scharf Investments, LLC. Scharf Investments, LLC is an investment advisor headquartered in Los Gatos, California. The firm provides a range of advisory services, including financial planning, portfolio management for individuals, businesses, and investment companies, and model recommendations. Scharf Investments manages over $4.5 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and other investment advisors. The firm is registered with the SEC and its SEC number is 801-18799.
Scharf Investments, LLC

16450 LOS GATOS BOULEVARD, SUITE 207

LOS GATOS, CA 95032

$4.54B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model recommendations

Model recommendations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eric Lynch’s Registration & Firm History

CA

07/28/2011 - Present

Scharf Investments, LLC (LOS GATOS CA)

FL

01/14/2003 - 07/06/2005

DAVID M. POLEN SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 04/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Kendrick Lynch.
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