Best Investors
Account
Sign in
Best Investors
Account
Sign in
2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-16 |
Branch Locations
1870 West 122Nd Avenue #400, Westminster, CO 80234 • United States
2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcm Securities, Inc | Woodstock | GA | 03/2014 | 09/2016 |
| Horter Investment Management | Cincinnati | OH | 09/2016 | 09/2016 |
| Patrick Lynch Financial | Westminister | CO | 01/2013 | Present |
| Lynch Properties | Westminister | CO | 01/2013 | 12/2023 |
| Triumph Wealth Advisors, Inc. | Westminster | CO | 06/2016 | 09/2016 |
| Taylor Capital Management Inc. | Westminster | CO | 03/2014 | 09/2016 |
| Royal Funds Management, Llc Dba Patrick Lynch Financial | The Villages | FL | 09/2016 | 11/2018 |
| Wealth Watch Advisors, Llc | San Antonio | TX | 08/2017 | 07/2024 |
| Lynch Financial Group Llc | Westminster | CO | 03/2023 | 09/2023 |
| Worth Advisors | Charlotte | NC | 08/2024 | Present |
1) PATRICK LYNCH FINANCIAL INDEPENDENT INSURANCE AGENT, 01/2013, APPOINTED WITH VARIOUS CARRIERS SUCH AS ALLIANZ, ING, AMERICAN EQUITY. OFFERING CLIENTS FIXED ANNUITIES AND FIXED INDEXED ANNUITIES WHEN APPROPRIATE. 20-30 HRS PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-26 |
Reach out to this advisor