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Shannon Lynch

Compound Planning

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About Shannon Lynch

Shannon Lynch is a financial advisor with Compound Planning. Shannon has been in the financial industry for over 10 years. She is registered to provide investment advice in Colorado, North Carolina, and Texas. She is a Certified Financial Planner, and holds Series 66 and Series 7 licenses. Shannon has experience with various investment strategies and services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Shannon is dedicated to helping clients achieve their financial goals. Shannon was previously affiliated with UBS Financial Services Inc., Empower Advisory Group, LLC and Personal Capital Advisors.

Firm Information

Shannon Lynch is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Selection of other advisers

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Shannon Lynch’s Registration & Firm History

NY

06/10/2024 - Present

Compound Planning (NEW YORK NY)

CA

01/08/2013 - 03/31/2014

UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)

WA

09/22/2011 - 12/18/2012

UBS FINANCIAL SERVICES INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 10/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Lynch.
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