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James Lynch

Lynch Investment Planning, LLC

Newtown Square, PA

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Current Employers
Lynch Investment Planning, Llc

2 Campus Boulevard Suite 106, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-04-30
  • PA RA
    APPROVED
    Since 2021-04-30

Branch Locations

2 Campus Boulevard Suite 106, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lynch Investment Planning, Llc Media PA 08/1990 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-06-19
  • S65 Uniform Investment Adviser Law Examination
    1991-06-19
Designations

View on SEC IAPD

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Other Offices

UP FINTECH ASSET MANAGEMENT · NEWTOWN SQUARE, PA
NEWSQUARE CAPITAL, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · Newtown Square, PA
PRIVATE ADVISOR GROUP, LLC · Newtown Square, PA
CETERA INVESTMENT ADVISERS LLC · NEWTOWN SQUARE, PA
GWN SECURITIES INC. · NEWTOWN SQUARE, PA
EQUUS CAPITAL PARTNERS, LTD. · NEWTOWN SQUARE, PA

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