Kristin
Lynch

Jennings & Associates Financial Advisors, LLC

CRD#5717131
Investment Advisor
in Paducah, KY

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About this Advisor

Kristin Lynch is a financial advisor based in Paducah, Kentucky, working with Jennings & Associates Financial Advisors, LLC. Kristin has previously held positions at Lpl Financial, LLC, Keystone Financial Group, LLC, and Jennings & Associates Financial Advisors, LLC. Kristin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Kristin is part of Jennings & Associates Financial Advisors, LLC, which operates out of Paducah, Kentucky. The firm has 9 employees and manages assets totaling $179.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Jennings & Associates Financial Advisors, LLC 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, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1920 Broadway Street
Paducah, KY 42001

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Jennings & Associates Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$179,249,914

KY Average: $949,722,027
Total Number of Employees

9

KY Average: 35
Total Number of Accounts

980

KY Average: 1,296
Average Account Size

$182,908

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Kristin Lynch Work History

2023 - Present (2 years)

Jennings & Associates Financial Advisors, LLC

2013 - Present (12 years)

Lpl Financial, LLC

2016 - 2023 (7 years)

Keystone Financial Group, LLC

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Disclosures

Please visit the SEC profile of Kristin 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 Jennings & Associates Financial Advisors, LLC

Miranda Wood
Paducah, KY
Logan Brown
Paducah, KY
Kristin Lynch
Paducah, KY
Nicholas Poe
Paducah, KY
Crystal Johnson
Paducah, KY
Keith Jennings
Paducah, KY

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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