Best Investors
Account
Sign in
Best Investors
Account
Sign in
6605 Uptown Blvd. Ne Suite 370, Albuquerque, NM 87110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| NM | RA | APPROVED | 2019-02-21 |
Branch Locations
6605 Uptown Blvd Ne, Ste 330, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 03/2016 | Present |
| Army National Guard | Albuquerque | NM | 04/2009 | Present |
| Steve Lynch Wealth Management | Albuquerque | NM | 01/2019 | Present |
| Kyle K. Lynch | Albuquerque | NM | 01/2017 | Present |
1.) STEVE LYNCH WEALTH MANAGEMENT - ADVISOR - REGISTERED INVESTMENT ADVISOR - ALBUQUERQUE, NM - SINCE 01/2019 - INVESTMENT RELATED 2.) ARMY NATIONAL GUARD - CAPTAIN - MILITARY - ALBUQUERQUE, NM - SINCE 04/2009 - NOT INVESTMENT RELATED 3.) KYLE K. LYNCH - AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 01/2017 - INVESTMENT RELATED 4.) STEVE LYNCH WEALTH MANAGEMENT - INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - ALBUQUERQUE, NM - SINCE 01/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-31 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
Reach out to this advisor