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Joseph Frank Lynch

Sowell Management

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About Joseph Frank Lynch

Joseph Lynch is an Investment Advisor Representative with Sowell Management. Joseph has been in the industry since July 2019, and has previous experience with National Bank of Arizona, Nackard Pepsi, Humphrey Summit Ski, Synergy Asset Management, LLC, Vora Wealth Management PLLC, and Sowell Management. Joseph is registered with the state of Arizona and holds a Series 65 license. Joseph specializes in financial planning, selecting other advisors, and portfolio management for individuals.

Firm Information

Joseph Lynch is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Joseph Lynch’s Registration & Firm History

AR

10/20/2023 - Present

Sowell Management (NORTH LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 04/08/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Frank Lynch.
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