John Lynch is a registered investment advisor at Worth Advisors, based in Westminster, CO, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 466 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worth Advisors offers investment management services where fees will not exceed 2% annually. The fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the value of your portfolio. If you cancel your account mid-quarter, you'll receive a pro-rated refund.
Location
1870 West 122nd Avenue, #400, Westminster, CO, 80234
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent with Patrick Lynch Financial since 2013, appointed with various carriers and offering fixed and fixed indexed annuities. This takes about half of John's time.
Employment History
Current Registrations
Worth Advisors
Previous Registrations
Lynch Financial Group
Wealth Watch Advisors, INC
Royal Fund Management, LLC
Horter Investment Management, LLC
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
AXA Advisors, LLCBroker
Sunset Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.