Joseph O Berry
Investment adviser representative at Lynch & Associates
15 yearsExperience
1 stateRegistered in
$831.1MFirm assets
31 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.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Lynch & AssociatesAug 2021 to now
- Warrick County School CorpAug 2011 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Lynch & Associates
Legal name: Lynch & Associates Inc
$831.1MAssets managed
696Clients
7Advisers
31 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
- 7427853
- Firm CRD
- 108326