John
Lynch
Wealth Watch Advisors, LLC
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About this Advisor
John Lynch is a financial advisor operating out of Englewood, Colorado who has 6 years of relevant experience. Lynch is on the advisory team at Wealth Watch Advisors, LLC. Throughout their career, Lynch has worked at Axa Advisors, LLC, 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 and Wealth Watch Advisors, LLC. Lynch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Wealth Watch Advisors, LLC is a financial advisory company based in Englewood, CO. It has offices in 47 locations and a total of 50 financial advisors. It oversees $234 million in total assets across its 2,500 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,500 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. Wealth Watch Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Wealth Watch Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Watch Advisors, LLC Brokerage Details
$234,203,049
50
2,500
$93,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Lynch Work History
John has been registered as a financial advisor for 6 years.*
Wealth Watch Advisors, LLC
Patrick Lynch Financial
Royal Funds Management, LLC Dba Patrick Lynch Financial
Lynch Properties
Horter Investment Management
Triumph Wealth Advisors, Inc
Tcm Securities, Inc
Taylor Capital Management Inc
Axa Advisors, LLC
Lynch Agency
*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 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, LLC
Washington, MI
Yukon, OK
Jenks, OK
San Antonio, TX
Englewoood, CO
Colorado Springs, CO
Chandler, AZ
Comer, GA
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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