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Francis Xavier Lynch

Fisher Investments

Tampa, FL

Plano, TX

CRD 7630803

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

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

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
FL RA APPROVED 2022-10-18
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • FL RA
    APPROVED
    Since 2022-10-18

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Tampa FL 03/2019 Present
Jeff Hoffer State Farm Daytona Beach FL 11/2017 03/2019
Teletech Daytona Beach FL 09/2017 11/2017
Amica Mutual Insurance Company Lincoln RI 10/2016 06/2017
Capital Office Products Daytona Beach FL 04/2015 10/2016
Embry Riddle Aeronautical University Daytona Beach FL 06/2014 12/2018
  • 03/2019 → Present
    Fisher Investments
    Tampa, FL
  • 11/2017 → 03/2019
    Jeff Hoffer State Farm
    Daytona Beach, FL
  • 09/2017 → 11/2017
    Teletech
    Daytona Beach, FL
  • 10/2016 → 06/2017
    Amica Mutual Insurance Company
    Lincoln, RI
  • 04/2015 → 10/2016
    Capital Office Products
    Daytona Beach, FL
  • 06/2014 → 12/2018
    Embry Riddle Aeronautical University
    Daytona Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-13
  • S65 Uniform Investment Adviser Law Examination
    2022-10-13
Other Names
  • Frank Lynch

View on SEC IAPD

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John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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