Richard Carey Lynch

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2011 → Present
  Pacific Coastal Pension Services
  Morgan Hill, CA
• 09/2014 → Present
  Nfp Securities
  Danville, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Queen Creek, AZ
• 09/2014 → Present
  Kestra Investment Services, Llc
  Queen Creek, AZ

Previous Registrations

• 2011-05-03 → 2014-09-12
  Financial Telesis Inc
  Danville, CA
  San Rafael, CA
  Danville, CA

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Retirement Analytics Investment Related: Yes Address: 575 Bourne Lane Danville CA 94506 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner Start Date: 2/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee operation. Sales and marketing

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18
• S63 Uniform Securities Agent State Law Examination
  1992-05-07

Other Names

• Richard Carey Jr Lynch
• Richard Carey Lynch