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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Lynch is an Investment Advisor Representative associated with IEQ Capital, LLC, a Registered Investment Adviser. William Robert Lynch has been in the industry since 2020, and has obtained the Series 65 license. William Robert Lynch has been registered with the state of California since June 23, 2023, and specializes in the following areas: financial planning, pension consulting, and selection of other advisors. IEQ Capital, LLC is a financial advisor with offices in California and has over $23 billion in assets under management. The firm's clients primarily include charitable organizations and high net worth individuals.
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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CA
06/23/2023 - Present
IEQ Capital, LLC (Los Angeles CA)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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