Peter Alan Lynch
Financial advisor at Henssler Financial · Kennesaw, GA
Last updated 2026-10-10
Claim your profilePeter Alan Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, CRD 2098085. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2003-06-24.
Registration
- CRD number
- 2098085
- Registration status
- Active
- IAPD registration
- 2003-06-24
- Industry Experience
- 23 years
- Work Experience
- 10 years
- States registered
- GA
Licenses and exams
- Series 63
- Series 65
- Series 66
Work history
- 2016-07 to 2019-05 · Alps Distributors, Inc. · Denver, CO
- 2016-06 to Present · Henssler Financial · Kennesaw, GA
Current employment
- Henssler Financial · Kennesaw, GA
Henssler Financial
- Regulatory AUM
- $3,814,464,861
- Registered advisors
- 30
- Offices
- 4
- Clients per advisor
- 58.2 (Moderate)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 42.0% (Moderate)
Henssler Financial: advisors, services and reported ETF investments
About
Peter Alan Lynch is a financial advisor at Henssler Financial in Kennesaw, GA. Reported securities licenses include Series 63 and Series 65 and Series 66. The latest record indicates 23 years of industry experience and 10 years of reported work history. Reported roles include Alps Distributors, Inc..
Henssler Financial's firm-level Form ADV reports 30 advisors across 4 offices; approximately 58.2 clients per advisor, average assets per client of $2,184,688, and regulatory AUM of $3.8B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
What this firm offers
Filed by Henssler Financial on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
3735 Cherokee Street, Kennesaw, GA 30144
29 advisors at this office.
Contact
The firm's filed contact details.
Official record
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