Stephen Lynch (CRD# 1479879) is an Investment Advisor Representative working at Steve Lynch Wealth Management in , and has over 37 years of experience in the finance industry. Stephen Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Write Book | Albuquerque, NM | Oct 2021 - Current | 2 |
| Steve Lynch Wealth Management | Albuquerque, NM | Apr 2009 - Current | 15 |
| United Planners' Financial Services | Scottsdale, AZ | Mar 2009 - Current | 15 |
| Steve Lynch Wealth Management | Albuquerque, NM | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
- NM
- TX
-
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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