Steve Lynch Wealth Management
Steve Lynch Wealth Management (CRD# 113715) is a financial advisory firm headquartered in Albuquerque, NM. They manage $33,200,000 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$214,194
- 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)
Stephen Lynch (CRD# 1479879) is an Investment Advisor Representative working at Steve Lynch Wealth Management in , and has over 31 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.