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Thomas Patrick Lynch

LYNCH & ASSOCIATES INC·NEWBURGH, Indiana
Series 7, Series 24, Series 63Clean record27 years registeredLYNCH & ASSOCIATES INC
10644 NEWBURGH RD, NEWBURGH, IN 47630-8845CRD# 865691Firm CRD# 108326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Patrick Lynch · NEWBURGH, IN
Registration
CRD #865691 · LYNCH & ASSOCIATES INC · 27 years registered
Brand Profile
Not yet started
01

Career History

LYNCH & ASSOCIATES
Dec 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · December 1, 1998
Years registered · 27
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
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Introduction

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05

Frequently Asked Questions

What services does Thomas Patrick Lynch offer?
Thomas Patrick Lynch specializes in Investment Management, Wealth Management. Contact their office in NEWBURGH, Indiana for a consultation.
What are Thomas Patrick Lynch's credentials?
Thomas Patrick Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Patrick Lynch located?
Thomas Patrick 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 Thomas Patrick Lynch charge for services?
Thomas Patrick 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

James Daniel Lynch
NEWBURGH, IN
Wayne Clinton Ramsey
NEWBURGH, IN
Matthew Warren Hampton
NEWBURGH, IN
Ryan Thomas Lynch
NEWBURGH, IN
Jennifer Lee Farless
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
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