Patrick
Lynch
Arkadios Wealth Advisors
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About this Advisor
Patrick Lynch is a financial advisor operating out of San Antonio, Texas with a total of 1 year of industry experience. Lynch is an advisor for Arkadios Wealth Advisors. Over the course of their career, Lynch has held roles at Securities America, Inc, Securities America Advisors, Inc, Arkadios Capital, Arkadios Wealth Advisors, Investacorp Advisory Services and Investacorp, Inc. Lynch maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Arkadios Wealth Advisors is a financial advisory business operating out of Atlanta, GA. The firm has offices in 47 locations and a total of 140 employees. It manages $2 billion in assets under management across its 8,782 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,782 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on the type of financial services. However, fee types charged by Arkadios Wealth Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Lynch Work History
Patrick has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Securities America, Inc
Securities America Advisors, Inc
Investacorp Advisory Services
Investacorp, Inc
*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 Patrick 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 Arkadios Wealth Advisors
Columbia, SC
Atlanta, GA
New Berlin, WI
San Juan, PR
Angleton, TX
Atlanta, GA
Murfreesboro, TN
Atlanta, 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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