![Michael Lynch, financial advisor Media PA](/img/ws/profile-blank-sq.png)
Michael Lynch (CRD# 7000512) is an Investment Advisor Representative working at Lynch Investment Planning, LLC in Media, PA and has over 5 years of experience in the finance industry. Michael Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Amy Abromaitis, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 1796733
Carnegie Wealth Management, LLC
![Patrick Abrunzo, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 5732138
Great Valley Advisor Group, Inc.
![Michael Abruzzo, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 2913549
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lynch Investment Planning, LLC | Media Pa, PA | Sep 2018 - Current | 5 |
United States Army | New Cumberland, PA | Aug 2011 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- NJ
- PA
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts264ACCOUNTS
-
Average Account Value$312,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NJ, PA
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