William Robert Lynch
Investment adviser representative at Ieq Capital, LLC
8 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 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 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
- Seminars and workshops
Experience
8 years in the industry.
- Ieq Capital, LLCOct 2022 to now
- UnemployedJun 2022 to Sep 2022
- SpectrumJun 2021 to Sep 2021
- Carmel Realty CompanyMay 2020 to Jul 2020
- University of TexasAug 2018 to May 2022
- Stevenson SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 7664022
- Firm CRD
- 301819