John
Lynch

Wealth Watch Advisors, Inc

CRD#2444435
Investment Advisor
in Englewood, CO

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About this Advisor

John Lynch is a financial advisor based in Englewood, Colorado, working with Wealth Watch Advisors, Inc. John has previously held positions at Tcm Securities, Inc, Lynch Agency, Horter Investment Management, Patrick Lynch Financial, Lynch Properties, Triumph Wealth Advisors, Inc, Taylor Capital Management Inc, Royal Funds Management, LLC Dba Patrick Lynch Financial, Wealth Watch Advisors, LLC, and Lynch Financial Group LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, John is part of Wealth Watch Advisors, Inc, which operates out of Englewood, Colorado. The firm has 47 offices and 52 employees. The firm manages assets totaling $348.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealth Watch Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

S Valley Hwy 8310
Englewood, CO 80112

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Wealth Watch Advisors, Inc Brokerage Details

Total Assets Under Management

$348,457,887

CO Average: $2,349,664,866
Total Number of Employees

52

CO Average: 28
Total Number of Accounts

3,061

CO Average: 1,101
Average Account Size

$113,838

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Lynch Work History

2023 - Present (1 year)

Lynch Financial Group LLC

2017 - Present (7 years)

Wealth Watch Advisors, LLC

2013 - Present (11 years)

Patrick Lynch Financial

2013 - Present (11 years)

Lynch Properties

2016 - 2016 (< 1 year)

Horter Investment Management

2016 - 2016 (< 1 year)

Triumph Wealth Advisors, Inc

2016 - 2018 (2 years)

Royal Funds Management, LLC Dba Patrick Lynch Financial

2014 - 2016 (2 years)

Tcm Securities, Inc

2014 - 2016 (2 years)

Taylor Capital Management Inc

2000 - 2016 (16 years)

Lynch Agency

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John 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 Wealth Watch Advisors, Inc

Jason Madero
Boerne, TX
John Kamm
Englewoood, CO
Cash Matthews
Jenks, OK
William Gastl
Englewood, CO
Steven Vrooman
Englewood, CO
Andrew Arehart
Medina, OH
James Mc Kennon
Brookhaven, MS
Howard Heatherly
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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