Kyle Lynch (CRD# 6522256) is an Investment Advisor Representative working at Steve Lynch Wealth Management in Albuquerque, NM and has over 5 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steve Lynch Wealth Management | Albuquerque, NM | Jan 2019 - Current | 5 |
| Kyle K. Lynch | Albuquerque, NM | Jan 2017 - Current | 7 |
| United Planners Financial Services | Scottsdale, AZ | Mar 2016 - Current | 8 |
| Army National Guard | Albuquerque, NM | Apr 2009 - Current | 15 |
| Western Nm Univ. & Univ. Of Nevada Las Vegas | Las Vegas, NV | Aug 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
| S63 | Uniform Securities State Law Examination | Dec 2018 |
- NM
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$240,557
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NM, TX
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