PL
PL

Patrick Lynch

39 Years of Experience
San Antonio, TX
1 DisclosureBroker

Patrick Lynch is a registered investment advisor, based in San Antonio, TX, with 39 years of industry experience.

Location

1100 NE Loop 410 Suite 300, San Antonio, TX, 78209

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Denied
Other Business Activities

Patrick is a partner in Cork County Investors and related entities, primarily focused on real estate investment. He dedicates minimal time to these activities.

Employment History
Current Registrations
Arkadios CapitalBroker
March 2022 - Present · 4 yrs 4 mos
Arkadios Wealth Advisors
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - March 2022 · 1 yr 8 mos
Securities America Advisors, INC.
July 2020 - March 2022 · 1 yr 8 mos
Investacorp Advisory Services INC
August 2006 - July 2020 · 13 yrs 11 mos
Investacorp, INC.Broker
July 2006 - July 2020 · 14 yrs
Lincoln Financial Advisors CorporationBroker
November 2003 - August 2006 · 2 yrs 9 mos
Lincoln Financial Advisors Corporation
November 2003 - August 2006 · 2 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
November 2003 - April 2006 · 2 yrs 5 mos
Veravest Investment Advisors, INC.
September 1998 - November 2003 · 5 yrs 2 mos
Veravest Investments, INC.Broker
March 1987 - November 2003 · 16 yrs 8 mos
State Registrations11 states
ARAZCACOFLMINYORTXWAWI
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.
Patrick Lynch - Financial Advisor | TrueAdvisor