Durant Wealth Mgmt Advisory Services
45yrs
Top advisor by experience in Mooresville
27yrs
John Patrick Lynch
Financial advisor at MML Investors Services
John Patrick Lynch is a fiduciary financial advisor in Mooresville, North Carolina, with 27 years in the industry. John joined MML Investors Services in 2024, after a year at Hornor, Townsend & Kent and four years at Eagle Strategies. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 122 advisors with offices in Mooresville, and one of 114 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 14% by experience in Mooresville
OfficeMooresville, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowMML Investors Services, LLCCurrent firm
- Apr 2024 – Oct 2024Hornor, Townsend & Kent, LLCPreviously
- 2004 – 2011MML Investors Services, LLCPreviously
- 2000 – 2004Eagle Strategies LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call MML Investors Services at (413) 226-0000 and ask for John Patrick Lynch. John works from the Mooresville, NC office.
How long has John been a financial advisor?
John has been in the industry since 1999, about 27 years. Top 14% by experience in Mooresville.
What licenses does John hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
42yrs
Top 2% by experience in Mooresville
LPL Financial
40yrs
Top 2% by experience in Mooresville
Osaic Wealth
40yrs
Top 3% by experience in Mooresville
Wells Fargo Advisors
39yrs
Top 4% by experience in North Carolina
Vision Capital & Management
39yrs
Top 4% by experience in North Carolina