Joseph
Lynch
Vora Wealth Management, Pllc
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About this Advisor
Joseph Lynch is a financial advisor based in Flagstaff, Arizona with 2 years of relevant experience. Lynch is on the advisory team at Vora Wealth Management, Pllc. Over the course of their career, they have held roles at National Bank Of Arizona, Nackard Pepsi, Humphrey Summit Ski, Synergy Asset Management, LLC, Ski Haus and Vora Wealth Management Pllc. Lynch has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Arizona. Vora Wealth Management, Pllc is a firm operating out of Flagstaff, AZ. The firm has just five advisors. It manages $75 million in total assets between its 1,065 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 1,065 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. Vora Wealth Management, Pllc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically depend on which services the firm provides the client. However, fees charged by Vora Wealth Management, Pllc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vora Wealth Management, Pllc Brokerage Details
$74,797,158
5
1,065
$70,232
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Lynch Work History
Joseph has been registered as a financial advisor for 2 years.*
Vora Wealth Management Pllc
Synergy Asset Management, LLC
National Bank Of Arizona
Nackard Pepsi
Humphrey Summit Ski
Ski Haus
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vora Wealth Management, Pllc
Flagstaff, AZ
Flagstaff, AZ
Flagstaff, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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