Damien Lynch is a CFP-designated registered investment advisor at LPL Financial LLC, based in York, PA, with 25 years of industry experience. Damien is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
45 Wyntre Brooke Drive, York, PA, 17403
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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
Damien operates under the DBA The Financial Advisory Group LTD and owns the office building housing the firm. He also provides financial planning and consulting services through The Financial Advisory Group, spending minimal time on each of these activities, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
The Financial Advisory Group
LPL Financial LLCBroker
Previous Registrations
Capital Financial Planning CORP
State Registrations25 states
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
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