Michael Lynch

Employer firm

Castleview Partners, LLC CRD 281410

$417M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 12/2014 → 11/2019
  Principal Life Insurance Company
  Coral Gables, FL
• 12/2014 → 11/2019
  Princor Financial Services Corporation
  Coral Gables, FL
• 07/2015 → Present
  Huerta & Lynch Llc
  Coral Gables, FL
• 11/2019 → Present
  Castleview Partners, Llc
  Coral Gables, FL
• 11/2019 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2017-03-14 → 2019-12-09
  Principal Securities, Inc.
  Miami, FL

Other Businesses

1) DBA- HUERTA & LYNCH - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; FINANCIAL PLANNING, INVESTMENT PLANNING; INVESTMENT RELATED ACTIVITY; INVESTMENT ADVISOR; 100% OF TIME SPENT. 2) CASTLEVIEW PARTNERS - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; ADVISOR REPRESENTATIVE; FINANCIAL PLANNING, INVESTMENT PLANNING; INVESTMENT RELATED ACTIVITY; 10% OF TIME SPENT. 3) FIXED INSURANCE - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; INSURANCE AGENT; 2 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-10

Other Names

• Michael Lynch Carballido