David Francis Lynch
Investment adviser representative at Lynch Investment Planning, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$143.3MFirm 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 assetsFixed 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
12 years in the industry.
- Lynch Investment Planning, LLCApr 2024 to now
- Wealth Enhancement Advisory ServicesJul 2021 to Mar 2024
- Wealth Enhancement GroupJul 2021 to Mar 2024
- Hoover Financial Advisors, Inc.Dec 2019 to Jul 2021
- Agf ManufacturingDec 2016 to Aug 2018
- Saint Joseph's UniversityAug 2016 to May 2020
- Perspective Financial Group, LLCMay 2016 to Dec 2019
- Ace HardwareMay 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lynch Investment Planning, LLC
$143.3MAssets managed
140Clients
3Advisers
Under 1 yearIn 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
- 6650330
- Firm CRD
- 115956