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Kristin Lynch

14 Years of Experience
Paducah, KY
Broker

Kristin Lynch is a registered investment advisor at Jennings & Associates Financial Advisors, LLC, based in Paducah, KY, with 14 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 627 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$208.4M
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Location

1920 Broadway Street, Paducah, KY, 42001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristin operates Jennings & Associates Financial Advisors as a DBA for her LPL business, dedicating full-time hours. She also provides investment advisory services through Jennings and Associates Financial Advisors LLC, spending about a quarter of her time, and engages in other activities including MLM, writing for a magazine, fitness coaching, and running Keys with Kristin LLC as a life coach.

Employment History
Current Registrations
Jennings & Associates Financial Advisors, LLC
December 2023 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
July 2013 - Present · 12 yrs 9 mos
Previous Registrations
Keystone Financial Group, LLC
November 2016 - December 2023 · 7 yrs 1 mo
LPL Financial LLCBroker
November 2010 - June 2012 · 1 yr 7 mos
State Registrations12 states
ALCOFLILINKSKYMONMOHTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kristin Lynch - Financial Advisor | TrueAdvisor