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Michael Lynch

Castleview Partners, LLC

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About Michael Lynch

Michael Lynch is a financial advisor at Castleview Partners, LLC, a registered investment advisor located in Coral Gables, Florida. Michael has been in the financial services industry since March 4, 2013, and has been with Castleview Partners since November 2019. Prior to joining Castleview Partners, Michael was a registered representative at Principal Securities, Inc. and MetLife Securities Inc. Michael has a Series 6, 7 and 66 license. Michael specializes in financial planning, investment planning, and portfolio management for individuals and families.

Firm Information

Michael Lynch is currently registered with Castleview Partners, LLC. Castleview Partners, LLC is a registered investment advisor located in Dallas, TX. The firm provides financial planning, portfolio management for individuals, and educational seminars. Castleview Partners, LLC manages approximately $269,982,571 in assets for 1,308 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Castleview Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$269.98M

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Lynch’s Registration & Firm History

FL

02/12/2020 - Present

Castleview Partners, LLC (Coral Gables FL)

FL

12/22/2014 - 12/09/2019

PRINCIPAL SECURITIES, INC. (CORAL GABLES FL)

FL

03/05/2013 - 01/12/2015

METLIFE SECURITIES INC. (CORAL GABLES FL)

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Licenses & Designations

BOTH

Issued 03/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Lynch.
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