Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Lynch is a financial advisor with Charles Schwab & Co., Inc. in Fort Worth, Texas. John Patrick Lynch has been in the industry since 2006 and has been registered with the state of Texas since 2022. John Patrick Lynch was previously registered with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/22/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/03/2011 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (SOUTHLAKE TX)
TX
07/21/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
BOTH
Issued 08/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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