Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lynch is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, serving clients in Arizona, California, Georgia, Illinois, and Kansas. Richard has a strong background in financial planning, investment management, and retirement planning. Richard is committed to helping clients achieve their financial goals through personalized strategies and comprehensive services.
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.
Guidance on pension options to ensure a secure financial future.
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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2
AZ
05/27/2020 - Present
Kestra Advisory Services, LLC (Queen Creek AZ)
CA
02/07/2011 - 09/12/2014
FINANCIAL TELESIS INC (DANVILLE CA)
NY
12/01/2008 - 02/14/2011
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
09/12/2007 - 11/05/2008
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
10/02/2006 - 07/16/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
07/13/1994 - 09/14/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
02/10/1992 - 12/20/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NY
03/13/1991 - 05/20/1992
MONY SECURITIES CORP. (NEW YORK NY)
NA
09/25/1984 - 02/25/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
09/27/1983 - 05/04/1984
FIRST AFFILIATED SECURITIES, INC.
NA
02/25/1983 - 09/02/1983
CHARLES SCHWAB & CO., INC.
BOTH
Issued 05/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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