Peter John Lynch
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCMay 2025 to now
- University Federal Credit UnionDec 2021 to now
- Cuso Financial Services, LPDec 2021 to May 2025
- Bbva Wealth Solutions Inc.May 2016 to Dec 2021
- Bbva Securities Inc.May 2013 to Dec 2021
- Bbva Compass Insurance Agency, Inc.Jan 2012 to May 2025
- Compass BankJun 2011 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2484174
- Firm CRD
- 6413