David K Lynch

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 02/2022
  Suntrust Bank
  New York, NY
• 06/2018 → 02/2022
  Suntrust Advisory Services Inc
  New York, NY
• 07/2014 → 06/2018
  J.P Morgan
  New York, NY
• 04/2022 → Present
  Creative Planning, Llc
  New York, NY

Previous Registrations

• 2018-07-16 → 2022-02-28
  Truist Advisory Services, Inc.
  New York, NY
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-05-05

Designations

• Chartered Financial Analyst

Other Names

• David Lynch
• David K Lynch