AeroLeads people directory · profile
Patrick Lynch , Iar® Email & Phone Number
Investment Advisor Representative
at
Worth Advisors
1 work email found
@patricklynchfinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor Representative
Location
Denver Metropolitan Area, United States
Company size
Who is Patrick Lynch , Iar®? Overview
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Quick answer
Patrick Lynch , Iar® is listed as Investment Advisor Representative at Worth Advisors, a with 1 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at patricklynchfinancial.com and a matched LinkedIn profile for Patrick Lynch , Iar®.
Patrick Lynch , Iar® previously worked as Investment Advisor Representative at Patrick Lynch Financial and Registered Representative of TCM Securities, Inc. at Patrick Lynch Financial Llc. Patrick Lynch , Iar® holds Political Science And Government from Fort Lewis College.
Company email context
Email format at Worth Advisors
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*@patricklynchfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Lynch , Iar®. Compare company email patterns before reaching out.
Profile bio
About Patrick Lynch , Iar®
Our strategy is along the lines of Will Rogers, in that, we want to talk about a Return of Your Money, not necessarily On your Money. We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Patrick Lynch Financial, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own.
Listed skills include Leadership, Photoshop, Management, Microsoft Office, and 6 others.
Current workplace
Patrick Lynch , Iar®'s current company
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Worth Advisors
4 roles · 14 years
Patrick Lynch , Iar® work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
CurrentIn my role at Worth Advisors, I led the development and implementation of customized financial strategies to meet client goals, with a focus on downside protection and risk mitigation. This resulted in improved client outcomes and successful investment strategies. • Developed and implemented financial strategies tailored to meet client goals• Focused on downside protection and risk mitigation• Improved client outcomes and successful investment strategies
Aug 2024 - Present
Investment Advisor Representative
Patrick Lynch, with over 25 years in the financial services industry, has empowered clients to achieve their financial goals through proven strategies and personalized advice. As a Certified Fiduciary, I prioritize integrity and honesty in helping clients secure their ideal retirement and financial needs. My expertise in retirement planning, ESOP plans, insurance solutions, and financial planning for businesses has positively impacted thousands of individuals and families.
2013 - Oct 2024
Registered Representative Of Tcm Securities, Inc.
Patrick Lynch Financial Llc
Securities offered through TCM Securities, Inc., Member FINRA/SIPC
May 2014 - Jun 2017
2 education records
Patrick Lynch , Iar® education
Political Science And Government
Certified Financial Educator (Cfed), Special Education And Teaching, Certified Instructor
Heartland Institute Of Financial Education
FAQ
Frequently asked questions about Patrick Lynch , Iar®
Quick answers generated from the profile data available on this page.
What company does Patrick Lynch , Iar® work for?
Patrick Lynch , Iar® works for Worth Advisors.
What is Patrick Lynch , Iar®'s role at Worth Advisors?
Patrick Lynch , Iar® is listed as Investment Advisor Representative at Worth Advisors.
What is Patrick Lynch , Iar®'s email address?
AeroLeads has found 1 work email signal at @patricklynchfinancial.com for Patrick Lynch , Iar® at Worth Advisors.
Where is Patrick Lynch , Iar® based?
Patrick Lynch , Iar® is based in Denver Metropolitan Area, United States while working with Worth Advisors.
What companies has Patrick Lynch , Iar® worked for?
Patrick Lynch , Iar® has worked for Worth Advisors, Patrick Lynch Financial, and Patrick Lynch Financial Llc.
How can I contact Patrick Lynch , Iar®?
You can use AeroLeads to view verified contact signals for Patrick Lynch , Iar® at Worth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick Lynch , Iar® attend?
Patrick Lynch , Iar® holds Political Science And Government from Fort Lewis College.
What skills is Patrick Lynch , Iar® known for?
Patrick Lynch , Iar® is listed with skills including Leadership, Photoshop, Management, Microsoft Office, Microsoft Word, Powerpoint, Research, and Microsoft Excel.
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