Stephen Lynch, financial advisor Boynton Beach FL
96 score

Stephen Lynch

CRD Number: 1020915
Current Firm: Wellington Consulting Services Inc.

Stephen Lynch (CRD# 1020915) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Boynton Beach, FL and has over 34 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.

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Professional Designations
Company Name Location Dates Years
#ia Wellington Consulting Services, Inc. Chantilly, VA May 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Stephen M. Lynch
Phone Number: 703-802-2300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    445
    MILLIONS
  • Total Number of Accounts
    7,765
    ACCOUNTS
  • Average Account Value
    $57,343
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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