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James Daniel Lynch

LYNCH & ASSOCIATES INC·NEWBURGH, Indiana
Series 65Clean record7 years registeredLYNCH & ASSOCIATES INC
10644 NEWBURGH RD, NEWBURGH, IN 47630-8845CRD# 4750271Firm CRD# 108326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Daniel Lynch · NEWBURGH, IN
Registration
CRD #4750271 · LYNCH & ASSOCIATES INC · 7 years registered
Brand Profile
Not yet started
01

Career History

LYNCH & ASSOCIATES
Jun 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 7, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LYNCH & ASSOCIATES INC
CRD 108326 · SEC 801-47981
AUM
$656M
Regulatory assets under management
Employees
7
1,779 client accounts
Services offered by LYNCH & ASSOCIATES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LYNCH & ASSOCIATES INC →
Introduction

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05

Frequently Asked Questions

What services does James Daniel Lynch offer?
James Daniel Lynch specializes in Investment Management, Wealth Management. Contact their office in NEWBURGH, Indiana for a consultation.
What are James Daniel Lynch's credentials?
James Daniel Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Lynch located?
James Daniel Lynch is based in NEWBURGH, Indiana, working with LYNCH & ASSOCIATES INC. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does James Daniel Lynch charge for services?
James Daniel Lynch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYNCH & ASSOCIATES INC?
LYNCH & ASSOCIATES INC has approximately 7 employees and manages $656M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LYNCH & ASSOCIATES INC

Wayne Clinton Ramsey
NEWBURGH, IN
Matthew Warren Hampton
NEWBURGH, IN
Ryan Thomas Lynch
NEWBURGH, IN
Jennifer Lee Farless
NEWBURGH, IN
Thomas Patrick Lynch
NEWBURGH, IN
Jeffrey Wendorff Foye
NEWBURGH, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
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Research
Advisor Fees in IndianaNational Fee Analysis
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