Joseph Frank Lynch
Investment adviser representative at Sowell Management
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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
Experience
10 years in the industry.
- Sowell ManagementOct 2023 to now
- Strategic Financial Planning, LLCOct 2023 to now
- Vora Wealth Management PllcDec 2021 to Oct 2023
- Synergy Asset Management, LLCSep 2021 to Nov 2021
- National Bank of ArizonaJul 2019 to Jul 2021
- Nackard PepsiJul 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 7424746
- Firm CRD
- 127145