Bernard John Lynch
Investment adviser representative at Goodman Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$415.5MFirm assets
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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
11 years in the industry.
- Goodman Advisory Group, LLCMar 2025 to now
- LPL Financial, LLCMar 2025 to now
- Arcadia Wealth Management, LLCJul 2024 to Feb 2025
- Fidelity InvestmentsOct 2023 to Jun 2024
- UnemployedJul 2018 to Oct 2023
- Shp Financial, LLCApr 2018 to Jul 2018
- Shp Wealth Management, LLCApr 2018 to Jul 2018
- UnemployedNov 2017 to Apr 2018
- People's Securities, Inc.Nov 2016 to Nov 2017
- Gerstein FisherDec 2015 to Nov 2017
- Gfa Securities LLCDec 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Goodman Advisory Group, LLC
$415.5MAssets managed
380Clients
6Advisers
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
- 5764980
- Firm CRD
- 285637