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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lynch is an investment advisor representative with McAdam LLC. Michael is licensed in Illinois and Texas and is currently approved to advise in both states. Michael has a Series 65 license and is registered with the Securities and Exchange Commission (SEC). Michael has 10+ years of experience in the financial industry and holds a degree from the University of Iowa.
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.
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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PA
06/10/2024 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 09/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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