Patrick Joseph Lynch
Investment adviser representative at Arkadios Wealth Advisors
20 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Arkadios Wealth AdvisorsMar 2022 to now
- Arkadios CapitalMar 2022 to now
- Securities America Advisors, Inc.Jul 2020 to Mar 2022
- Securities America, Inc.Jul 2020 to Mar 2022
- Investacorp Advisory ServicesJul 2006 to Jul 2020
- Investacorp, Inc.Jul 2006 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1632895
- Firm CRD
- 288863