David Lynch has held the title Member at Lynch Investment Planning since December 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm. David Lynch holds a B.S. in Finance and Financial Planning from Saint Joseph's University.
Lynch Investment Planning, LLC is a Newtown Square, PA firm with $143M under management, 140 clients and 3 advisers in one office, as of its May 2026 filing.
David F. Lynch is Partner of Lynch Investment Planning, LLC, based in Newtown Square, Pennsylvania. He came to the firm after several years at a national financial planning firm in Chester County, PA.
David Lynch’s longest registration is the current one, 2 years at Lynch Investment Planning since 2024. Before joining Lynch Investment Planning in 2024, David Lynch was registered through Wealth Enhancement Advisory Services, LLC and Hoover Financial Advisors, Inc.
- – present · 2 yearsNewtown Square, PA · Adviser representative · Firm CRD 115956
- Wealth Enhancement Advisory Services, LLC– · 2 yearsMalvern, PA · Adviser representative · Firm CRD 116407
- Hoover Financial Advisors, Inc.– · under a yearMalvern, PA · Adviser representative · Firm CRD 133979
Professional designations
Listed by Lynch Investment Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Lynch is registered as an investment adviser representative in Pennsylvania, since April 2024.
- PennsylvaniaSince 2 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Francis Lynch
- CRD
- 6650330
- Firm
- Lynch Investment Planning · CRD 115956
- Role
- Member
- Office
- 2 CAMPUS BOULEVARD, SUITE 106, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynchip.com
Where does David Lynch work?
David Lynch has held the title Member at Lynch Investment Planning, LLC since December 2024.
Is David Lynch a financial advisor?
Yes. David Lynch has a current investment-adviser registration in Pennsylvania, through Lynch Investment Planning since April 2024.
How many years of experience does David Lynch have?
David Lynch has 5 years in the financial industry, since May 2021, across 3 adviser firms.
What exams has David Lynch passed?
David Lynch passed the Series 65 in March 2021.
Where did David Lynch work before Lynch Investment Planning?
Before Lynch Investment Planning, David Lynch was registered through Wealth Enhancement Advisory Services, LLC, September 2021 to March 2024; Hoover Financial Advisors, Inc., March 2021 to July 2021.
Where is David Lynch based?
David Lynch’s registered office is in Newtown Square, PA.
Is David Lynch registered with FINRA?
No. David Lynch has no current broker registration.
Is David Lynch a CFP?
Lynch Investment Planning lists David Lynch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Lynch’s record?
Search CRD 6650330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lynch’s full registration record.